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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 | $63,795 | $93,598-31.8% | $135,974-53.1% | $75,173-15.1% |
| Participation rate | 54.1% | 75.2%-21.1pp | 81.9%-27.9pp | 67.2%-13.1pp |
| Annual return | 16.43% | 30.89%-14.5pp | 68.30%-51.9pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,829 | $3,538-48.3% | $4,859-62.4% | $2,671-31.5% |
| Participant deferral / active EE | $3,408 | $6,405-46.8% | $7,760-56.1% | $4,126-17.4% |
| Admin fee / account holder | $10,877 | $6,978+55.9% | $10,767+1.0% | $5,651+92.5% |