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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 | $51,912 | $95,959-45.9% | $97,411-46.7% | $138,895-62.6% |
| Participation rate | 66.7% | 81.8%-15.2pp | 80.4%-13.7pp | 79.9%-13.3pp |
| Annual return | 17.51% | 29.30%-11.8pp | 34.72%-17.2pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,249 | $4,278-47.4% | $4,210-46.6% | $4,194-46.4% |
| Participant deferral / active EE | $4,307 | $5,876-26.7% | $5,886-26.8% | $6,396-32.7% |
| Admin fee / account holder | $7,587 | $7,555+0.4% | $7,145+6.2% | $12,562-39.6% |