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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 | $53,946 | $77,962-30.8% | $178,540-69.8% | $80,935-33.3% |
| Participation rate | 58.9% | 65.7%-6.7pp | 77.1%-18.2pp | 67.7%-8.7pp |
| Annual return | 15.49% | 18.10%-2.6pp | 27.15%-11.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $2,453 | $2,280+7.6% | $3,953-37.9% | $2,757-11.0% |
| Participant deferral / active EE | $4,253 | $4,404-3.4% | $6,281-32.3% | $4,299-1.1% |
| Admin fee / account holder | $1,916 | $7,156-73.2% | $10,424-81.6% | $6,924-72.3% |