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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 | $63,130 | $92,798-32.0% | $96,707-34.7% | $137,256-54.0% |
| Participation rate | 36.4% | 81.6%-45.3pp | 80.4%-44.0pp | 80.0%-43.6pp |
| Annual return | 24.59% | 31.24%-6.6pp | 34.78%-10.2pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,512 | $4,147-63.5% | $4,191-63.9% | $4,156-63.6% |
| Participant deferral / active EE | $6,241 | $5,877+6.2% | $5,997+4.1% | $6,407-2.6% |
| Admin fee / account holder | $14,333 | $7,946+80.4% | $7,503+91.0% | $12,270+16.8% |