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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,092 | $115,931-44.7% | $185,441-65.4% | $86,983-26.3% |
| Participation rate | 57.6% | 73.6%-16.0pp | 80.3%-22.6pp | 69.5%-11.9pp |
| Annual return | 13.77% | 21.47%-7.7pp | 20.16%-6.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $2,168 | $2,937-26.2% | $4,672-53.6% | $2,584-16.1% |
| Participant deferral / active EE | $3,878 | $4,551-14.8% | $6,152-37.0% | $4,194-7.5% |
| Admin fee / account holder | $6,874 | $10,687-35.7% | $17,890-61.6% | $7,856-12.5% |