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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 | $71,902 | $93,055-22.7% | $153,643-53.2% | $80,935-11.2% |
| Participation rate | 38.5% | 69.0%-30.5pp | 77.1%-38.6pp | 67.7%-29.2pp |
| Annual return | 14.33% | 19.97%-5.6pp | 15.71%-1.4pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,218 | $3,504-36.7% | $5,039-56.0% | $2,757-19.5% |
| Participant deferral / active EE | $5,201 | $5,172+0.6% | $6,754-23.0% | $4,299+21.0% |
| Admin fee / account holder | $9,312 | $8,881+4.8% | $12,739-26.9% | $6,924+34.5% |