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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 | $53,964 | $90,400-40.3% | $186,193-71.0% | $87,485-38.3% |
| Participation rate | 56.8% | 66.2%-9.4pp | 77.1%-20.4pp | 68.9%-12.2pp |
| Annual return | 21.84% | 22.15%-0.3pp | 78.03%-56.2pp | 26.06%-4.2pp |
| Employer contribution / active EE | $2,527 | $2,170+16.4% | $3,918-35.5% | $2,596-2.7% |
| Participant deferral / active EE | $4,582 | $4,330+5.8% | $6,513-29.6% | $4,274+7.2% |
| Admin fee / account holder | $2,186 | $8,673-74.8% | $11,058-80.2% | $7,775-71.9% |