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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 | $52,919 | $99,345-46.7% | $84,753-37.6% | $273,972-80.7% |
| Participation rate | 68.4% | 80.7%-12.3pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | 8.02% | 22.93%-14.9pp | 22.78%-14.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,340 | $4,214-68.2% | $3,574-62.5% | $4,869-72.5% |
| Participant deferral / active EE | $2,264 | $4,270-47.0% | $3,712-39.0% | $5,287-57.2% |
| Admin fee / account holder | $2,290 | $6,645-65.5% | $5,333-57.1% | $10,133-77.4% |