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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 | $67,839 | $181,896-62.7% | $156,551-56.7% | $273,972-75.2% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | 7.92% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,156 | $6,248-65.5% | $5,501-60.8% | $4,869-55.7% |
| Participant deferral / active EE | $3,174 | $5,550-42.8% | $4,871-34.8% | $5,287-40.0% |
| Admin fee / account holder | $677 | $15,560-95.7% | $13,028-94.8% | $10,133-93.3% |