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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 | $60,874 | $86,940-30.0% | $102,434-40.6% | $80,935-24.8% |
| Participation rate | 55.0% | 72.4%-17.4pp | 76.5%-21.5pp | 67.7%-12.7pp |
| Annual return | 10.62% | 18.89%-8.3pp | 29.46%-18.8pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,243 | $2,370-47.5% | $3,023-58.9% | $2,757-54.9% |
| Participant deferral / active EE | $3,579 | $4,121-13.2% | $5,055-29.2% | $4,299-16.8% |
| Admin fee / account holder | $9,666 | $8,047+20.1% | $9,462+2.2% | $6,924+39.6% |