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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 | $67,904 | $77,962-12.9% | $178,540-62.0% | $80,935-16.1% |
| Participation rate | 52.8% | 65.7%-12.9pp | 77.1%-24.3pp | 67.7%-14.9pp |
| Annual return | 10.82% | 18.10%-7.3pp | 27.15%-16.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,601 | $2,280-29.8% | $3,953-59.5% | $2,757-41.9% |
| Participant deferral / active EE | $3,721 | $4,404-15.5% | $6,281-40.8% | $4,299-13.5% |
| Admin fee / account holder | $4,873 | $7,156-31.9% | $10,424-53.2% | $6,924-29.6% |