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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 | $64,194 | $106,749-39.9% | $145,433-55.9% | $82,448-22.1% |
| Participation rate | 46.0% | 75.6%-29.6pp | 82.1%-36.1pp | 68.1%-22.0pp |
| Annual return | 14.66% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,416 | $3,444-58.9% | $4,554-68.9% | $2,551-44.5% |
| Participant deferral / active EE | $2,983 | $6,519-54.2% | $7,897-62.2% | $4,139-27.9% |
| Admin fee / account holder | $7,050 | $8,390-16.0% | $13,129-46.3% | $7,234-2.5% |