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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 | $77,962-24.0% | $178,540-66.8% | $80,935-26.8% |
| Participation rate | 57.4% | 65.7%-8.3pp | 77.1%-19.8pp | 67.7%-10.3pp |
| Annual return | 14.64% | 18.10%-3.5pp | 27.15%-12.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $2,045 | $2,280-10.3% | $3,953-48.3% | $2,757-25.8% |
| Participant deferral / active EE | $3,216 | $4,404-27.0% | $6,281-48.8% | $4,299-25.2% |
| Admin fee / account holder | $4,283 | $7,156-40.1% | $10,424-58.9% | $6,924-38.1% |