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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 | $65,551 | $81,504-19.6% | $102,437-36.0% | $80,959-19.0% |
| Participation rate | 51.7% | 66.9%-15.1pp | 74.5%-22.8pp | 67.7%-15.9pp |
| Annual return | 17.24% | 25.60%-8.4pp | 24.95%-7.7pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,597 | $3,104-16.3% | $3,871-32.9% | $2,757-5.8% |
| Participant deferral / active EE | $4,366 | $3,871+12.8% | $5,060-13.7% | $4,300+1.5% |
| Admin fee / account holder | $2,110 | $6,719-68.6% | $8,388-74.8% | $6,925-69.5% |