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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 | $67,149 | $78,015-13.9% | $178,505-62.4% | $80,959-17.1% |
| Participation rate | 47.2% | 65.7%-18.4pp | 77.1%-29.9pp | 67.7%-20.4pp |
| Annual return | 17.11% | 18.10%-1.0pp | 27.16%-10.0pp | 35.67%-18.6pp |
| Employer contribution / active EE | $2,399 | $2,281+5.2% | $3,955-39.3% | $2,757-13.0% |
| Participant deferral / active EE | $4,024 | $4,406-8.7% | $6,280-35.9% | $4,300-6.4% |
| Admin fee / account holder | $1,860 | $7,160-74.0% | $10,428-82.2% | $6,925-73.1% |