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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 | $61,629 | $86,050-28.4% | $189,758-67.5% | $94,015-34.4% |
| Participation rate | 36.2% | 68.9%-32.7pp | 79.8%-43.6pp | 70.8%-34.7pp |
| Annual return | 11.78% | 17.77%-6.0pp | 52.62%-40.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $2,267 | $2,819-19.6% | $4,767-52.4% | $2,790-18.7% |
| Participant deferral / active EE | $1,959 | $3,349-41.5% | $5,856-66.5% | $4,249-53.9% |
| Admin fee / account holder | $6,203 | $6,627-6.4% | $20,388-69.6% | $8,951-30.7% |