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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 | $59,231 | $78,013-24.1% | $178,449-66.8% | $80,911-26.8% |
| Participation rate | 57.4% | 65.7%-8.3pp | 77.1%-19.7pp | 67.6%-10.3pp |
| Annual return | 14.64% | 18.07%-3.4pp | 27.09%-12.4pp | 35.63%-21.0pp |
| Employer contribution / active EE | $2,045 | $2,287-10.6% | $3,951-48.2% | $2,756-25.8% |
| Participant deferral / active EE | $3,216 | $4,408-27.0% | $6,277-48.8% | $4,297-25.2% |
| Admin fee / account holder | $4,283 | $7,166-40.2% | $10,362-58.7% | $6,935-38.2% |