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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 | $108,837 | $138,385-21.4% | $184,243-40.9% | $80,925+34.5% |
| Participation rate | 63.0% | 83.9%-20.9pp | 86.8%-23.8pp | 67.7%-4.6pp |
| Annual return | 15.67% | 20.02%-4.4pp | 28.82%-13.1pp | 35.65%-20.0pp |
| Employer contribution / active EE | $2,570 | $4,851-47.0% | $6,427-60.0% | $2,756-6.8% |
| Participant deferral / active EE | $5,207 | $7,075-26.4% | $9,132-43.0% | $4,299+21.1% |
| Admin fee / account holder | $9,768 | $10,489-6.9% | $13,914-29.8% | $6,940+40.7% |