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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 | $55,776 | $115,931-51.9% | $185,441-69.9% | $86,983-35.9% |
| Participation rate | 43.8% | 73.6%-29.8pp | 80.3%-36.4pp | 69.5%-25.7pp |
| Annual return | 18.10% | 21.47%-3.4pp | 20.16%-2.1pp | 25.83%-7.7pp |
| Employer contribution / active EE | $2,121 | $2,937-27.8% | $4,672-54.6% | $2,584-17.9% |
| Participant deferral / active EE | $3,583 | $4,551-21.3% | $6,152-41.8% | $4,194-14.6% |
| Admin fee / account holder | $2,177 | $10,687-79.6% | $17,890-87.8% | $7,856-72.3% |