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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 | $60,540 | $81,403-25.6% | $147,027-58.8% | $87,485-30.8% |
| Participation rate | 45.2% | 63.4%-18.2pp | 73.7%-28.5pp | 68.9%-23.7pp |
| Annual return | 15.35% | 16.51%-1.2pp | 20.23%-4.9pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,198 | $2,205-0.3% | $3,626-39.4% | $2,596-15.3% |
| Participant deferral / active EE | $3,289 | $3,315-0.8% | $4,933-33.3% | $4,274-23.0% |
| Admin fee / account holder | $9,151 | $6,755+35.5% | $12,223-25.1% | $7,775+17.7% |