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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 | $67,776 | $76,834-11.8% | $108,359-37.5% | $87,485-22.5% |
| Participation rate | 8.8% | 61.7%-52.9pp | 70.1%-61.3pp | 68.9%-60.1pp |
| Annual return | 12.38% | 19.09%-6.7pp | 36.89%-24.5pp | 26.06%-13.7pp |
| Employer contribution / active EE | $3,680 | $1,556+136.5% | $2,399+53.4% | $2,596+41.8% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,140 | $6,537-6.1% | $9,741-37.0% | $7,775-21.0% |