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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 | $68,473 | $108,825-37.1% | $156,181-56.2% | $82,448-16.9% |
| Participation rate | 50.6% | 72.4%-21.8pp | 78.8%-28.2pp | 68.1%-17.5pp |
| Annual return | 16.60% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,319 | $2,870-19.2% | $4,294-46.0% | $2,551-9.1% |
| Participant deferral / active EE | $4,524 | $4,577-1.2% | $6,132-26.2% | $4,139+9.3% |
| Admin fee / account holder | $15,740 | $9,341+68.5% | $14,586+7.9% | $7,234+117.6% |