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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 | $57,356 | $81,446-29.6% | $103,374-44.5% | $80,874-29.1% |
| Participation rate | 55.8% | 66.9%-11.1pp | 74.5%-18.7pp | 67.6%-11.9pp |
| Annual return | 11.52% | 25.57%-14.0pp | 24.89%-13.4pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,898 | $3,107-38.9% | $3,869-50.9% | $2,756-31.1% |
| Participant deferral / active EE | $4,859 | $3,870+25.6% | $5,058-3.9% | $4,297+13.1% |
| Admin fee / account holder | $2,569 | $6,715-61.7% | $8,394-69.4% | $6,935-63.0% |