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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 | $60,566 | $104,098-41.8% | $140,514-56.9% | $94,015-35.6% |
| Participation rate | 57.1% | 73.7%-16.6pp | 77.8%-20.7pp | 70.8%-13.7pp |
| Annual return | 25.36% | 15.14%+10.2pp | 14.36%+11.0pp | 17.84%+7.5pp |
| Employer contribution / active EE | $1,005 | $2,388-57.9% | $3,378-70.3% | $2,790-64.0% |
| Participant deferral / active EE | $2,814 | $4,033-30.2% | $4,919-42.8% | $4,249-33.8% |
| Admin fee / account holder | $3,673 | $10,439-64.8% | $13,697-73.2% | $8,951-59.0% |