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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 | $61,079 | $69,444-12.0% | $92,985-34.3% | $87,485-30.2% |
| Participation rate | 49.4% | 63.3%-13.8pp | 69.5%-20.1pp | 68.9%-19.5pp |
| Annual return | 15.68% | 23.85%-8.2pp | 27.99%-12.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,379 | $1,917-28.1% | $2,662-48.2% | $2,596-46.9% |
| Participant deferral / active EE | $1,908 | $3,364-43.3% | $4,377-56.4% | $4,274-55.3% |
| Admin fee / account holder | $5,589 | $6,137-8.9% | $9,463-40.9% | $7,775-28.1% |