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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 | $67,681 | $95,453-29.1% | $112,040-39.6% | $82,448-17.9% |
| Participation rate | 59.7% | 72.8%-13.1pp | 76.5%-16.8pp | 68.1%-8.4pp |
| Annual return | 14.06% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,537 | $2,318-33.7% | $2,954-48.0% | $2,551-39.8% |
| Participant deferral / active EE | $4,511 | $4,224+6.8% | $5,098-11.5% | $4,139+9.0% |
| Admin fee / account holder | $4,670 | $9,013-48.2% | $12,098-61.4% | $7,234-35.5% |