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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 | $63,672 | $69,590-8.5% | $136,867-53.5% | $94,015-32.3% |
| Participation rate | 53.1% | 66.3%-13.2pp | 74.5%-21.4pp | 70.8%-17.7pp |
| Annual return | 15.17% | 19.62%-4.4pp | 42.97%-27.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $2,106 | $2,396-12.1% | $3,547-40.6% | $2,790-24.5% |
| Participant deferral / active EE | $3,639 | $3,437+5.9% | $4,924-26.1% | $4,249-14.4% |
| Admin fee / account holder | $6,166 | $8,912-30.8% | $10,340-40.4% | $8,951-31.1% |