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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 | $63,970 | $63,9490% | $129,031-50.4% | $94,015-32.0% |
| Participation rate | 52.6% | 63.4%-10.9pp | 73.4%-20.8pp | 70.8%-18.2pp |
| Annual return | 14.89% | 17.56%-2.7pp | 34.67%-19.8pp | 17.84%-3.0pp |
| Employer contribution / active EE | $1,739 | $1,865-6.7% | $3,226-46.1% | $2,790-37.7% |
| Participant deferral / active EE | $3,028 | $3,686-17.8% | $5,217-42.0% | $4,249-28.7% |
| Admin fee / account holder | $8,463 | $5,523+53.2% | $13,208-35.9% | $8,951-5.4% |