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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 | $67,077 | $91,760-26.9% | $156,181-57.1% | $67,986-1.3% |
| Participation rate | 48.0% | 65.0%-17.0pp | 78.8%-30.8pp | 57.2%-9.2pp |
| Annual return | 15.99% | 18.14%-2.2pp | 64.87%-48.9pp | 31.67%-15.7pp |
| Employer contribution / active EE | $2,190 | $2,419-9.5% | $4,294-49.0% | $2,019+8.5% |
| Participant deferral / active EE | $3,407 | $3,960-14.0% | $6,132-44.4% | $3,358+1.4% |
| Admin fee / account holder | $6,905 | $3,949+74.9% | $14,586-52.7% | $3,203+115.6% |