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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 | $65,861 | $75,541-12.8% | $152,093-56.7% | $82,637-20.3% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 18.37% | 32.56%-14.2pp | 66.36%-48.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $2,777 | $2,622+5.9% | $4,175-33.5% | $2,552+8.8% |
| Participant deferral / active EE | $3,146 | $3,206-1.9% | $5,451-42.3% | $4,126-23.8% |
| Admin fee / account holder | $6,233 | $6,405-2.7% | $14,497-57.0% | $7,339-15.1% |