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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 | $59,935 | $76,564-21.7% | $105,582-43.2% | $94,015-36.2% |
| Participation rate | 54.8% | 65.2%-10.3pp | 71.8%-16.9pp | 70.8%-16.0pp |
| Annual return | 13.51% | 20.69%-7.2pp | 18.61%-5.1pp | 17.84%-4.3pp |
| Employer contribution / active EE | $1,927 | $1,995-3.4% | $2,984-35.4% | $2,790-30.9% |
| Participant deferral / active EE | $2,805 | $3,320-15.5% | $4,353-35.6% | $4,249-34.0% |
| Admin fee / account holder | $3,475 | $7,129-51.3% | $12,856-73.0% | $8,951-61.2% |