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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 | $55,117 | $138,366-60.2% | $184,185-70.1% | $80,911-31.9% |
| Participation rate | 57.8% | 83.9%-26.1pp | 86.8%-29.0pp | 67.6%-9.8pp |
| Annual return | 14.88% | 20.02%-5.1pp | 28.81%-13.9pp | 35.63%-20.7pp |
| Employer contribution / active EE | $2,845 | $4,849-41.3% | $6,426-55.7% | $2,756+3.2% |
| Participant deferral / active EE | $6,519 | $7,074-7.9% | $9,132-28.6% | $4,297+51.7% |
| Admin fee / account holder | $3,960 | $10,484-62.2% | $13,909-71.5% | $6,935-42.9% |