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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 | $65,817 | $138,386-52.4% | $184,260-64.3% | $80,935-18.7% |
| Participation rate | 67.8% | 83.9%-16.1pp | 86.8%-19.0pp | 67.7%+0.1pp |
| Annual return | 12.18% | 20.02%-7.8pp | 28.84%-16.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,232 | $4,851-54.0% | $6,427-65.3% | $2,757-19.0% |
| Participant deferral / active EE | $5,524 | $7,076-21.9% | $9,133-39.5% | $4,299+28.5% |
| Admin fee / account holder | $3,834 | $10,489-63.4% | $13,898-72.4% | $6,924-44.6% |