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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 | $53,386 | $138,366-61.4% | $184,185-71.0% | $80,911-34.0% |
| Participation rate | 64.2% | 83.9%-19.7pp | 86.8%-22.7pp | 67.6%-3.5pp |
| Annual return | 16.17% | 20.02%-3.9pp | 28.81%-12.6pp | 35.63%-19.5pp |
| Employer contribution / active EE | $2,198 | $4,849-54.7% | $6,426-65.8% | $2,756-20.2% |
| Participant deferral / active EE | $4,502 | $7,074-36.4% | $9,132-50.7% | $4,297+4.8% |
| Admin fee / account holder | $6,626 | $10,484-36.8% | $13,909-52.4% | $6,935-4.5% |