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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 | $63,231 | $72,012-12.2% | $185,827-66.0% | $79,858-20.8% |
| Participation rate | 52.1% | 65.8%-13.7pp | 78.0%-26.0pp | 69.6%-17.6pp |
| Annual return | 15.56% | 23.12%-7.6pp | 35.96%-20.4pp | 31.72%-16.2pp |
| Employer contribution / active EE | $2,363 | $1,965+20.3% | $4,087-42.2% | $2,471-4.4% |
| Participant deferral / active EE | $3,618 | $3,779-4.2% | $5,633-35.8% | $3,740-3.3% |
| Admin fee / account holder | $6,903 | $4,513+53.0% | $9,502-27.3% | $5,306+30.1% |