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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 | $59,789 | $86,919-31.2% | $102,457-41.6% | $80,911-26.1% |
| Participation rate | 55.8% | 72.4%-16.6pp | 76.5%-20.7pp | 67.6%-11.8pp |
| Annual return | 14.99% | 18.90%-3.9pp | 29.41%-14.4pp | 35.63%-20.6pp |
| Employer contribution / active EE | $2,066 | $2,368-12.8% | $3,022-31.6% | $2,756-25.0% |
| Participant deferral / active EE | $3,560 | $4,119-13.6% | $5,054-29.6% | $4,297-17.1% |
| Admin fee / account holder | $3,545 | $8,049-56.0% | $9,451-62.5% | $6,935-48.9% |