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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 | $69,779 | $86,050-18.9% | $189,758-63.2% | $94,015-25.8% |
| Participation rate | 27.6% | 68.9%-41.3pp | 79.8%-52.2pp | 70.8%-43.2pp |
| Annual return | 14.96% | 17.77%-2.8pp | 52.62%-37.7pp | 17.84%-2.9pp |
| Employer contribution / active EE | $2,066 | $2,819-26.7% | $4,767-56.7% | $2,790-26.0% |
| Participant deferral / active EE | $3,721 | $3,349+11.1% | $5,856-36.5% | $4,249-12.4% |
| Admin fee / account holder | $19,578 | $6,627+195.4% | $20,388-4.0% | $8,951+118.7% |