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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 | $59,678 | $110,137-45.8% | $161,149-63.0% | $82,637-27.8% |
| Participation rate | 51.1% | 72.4%-21.2pp | 78.8%-27.7pp | 68.1%-16.9pp |
| Annual return | 17.79% | 20.69%-2.9pp | 21.16%-3.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $2,278 | $2,856-20.2% | $4,360-47.7% | $2,552-10.7% |
| Participant deferral / active EE | $5,512 | $4,575+20.5% | $6,153-10.4% | $4,126+33.6% |
| Admin fee / account holder | $4,733 | $9,467-50.0% | $15,194-68.8% | $7,339-35.5% |