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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 | $64,512 | $114,712-43.8% | $173,730-62.9% | $87,485-26.3% |
| Participation rate | 48.1% | 73.0%-24.9pp | 79.6%-31.5pp | 68.9%-20.9pp |
| Annual return | 19.16% | 20.18%-1.0pp | 19.96%-0.8pp | 26.06%-6.9pp |
| Employer contribution / active EE | $2,268 | $2,904-21.9% | $4,577-50.4% | $2,596-12.6% |
| Participant deferral / active EE | $3,906 | $4,642-15.9% | $6,326-38.3% | $4,274-8.6% |
| Admin fee / account holder | $1,032 | $10,210-89.9% | $17,523-94.1% | $7,775-86.7% |