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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 | $60,045 | $81,504-26.3% | $102,437-41.4% | $80,959-25.8% |
| Participation rate | 52.6% | 66.9%-14.2pp | 74.5%-21.9pp | 67.7%-15.0pp |
| Annual return | 15.41% | 25.60%-10.2pp | 24.95%-9.5pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,095 | $3,104-64.7% | $3,871-71.7% | $2,757-60.3% |
| Participant deferral / active EE | $4,813 | $3,871+24.3% | $5,060-4.9% | $4,300+11.9% |
| Admin fee / account holder | $8,406 | $6,719+25.1% | $8,388+0.2% | $6,925+21.4% |