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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 | $76,165 | $95,453-20.2% | $112,040-32.0% | $82,448-7.6% |
| Participation rate | 53.8% | 72.8%-18.9pp | 76.5%-22.6pp | 68.1%-14.2pp |
| Annual return | 12.63% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,744 | $2,318-24.8% | $2,954-41.0% | $2,551-31.6% |
| Participant deferral / active EE | $3,996 | $4,224-5.4% | $5,098-21.6% | $4,139-3.5% |
| Admin fee / account holder | $18,386 | $9,013+104.0% | $12,098+52.0% | $7,234+154.2% |