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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 | $66,586 | $86,919-23.4% | $102,457-35.0% | $80,911-17.7% |
| Participation rate | 52.3% | 72.4%-20.1pp | 76.5%-24.2pp | 67.6%-15.4pp |
| Annual return | 15.20% | 18.90%-3.7pp | 29.41%-14.2pp | 35.63%-20.4pp |
| Employer contribution / active EE | $1,763 | $2,368-25.6% | $3,022-41.7% | $2,756-36.0% |
| Participant deferral / active EE | $3,839 | $4,119-6.8% | $5,054-24.0% | $4,297-10.7% |
| Admin fee / account holder | $9,523 | $8,049+18.3% | $9,451+0.8% | $6,935+37.3% |