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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 | $110,137-49.4% | $161,149-65.4% | $82,637-32.5% |
| Participation rate | 43.8% | 72.4%-28.5pp | 78.8%-35.0pp | 68.1%-24.2pp |
| Annual return | 18.10% | 20.69%-2.6pp | 21.16%-3.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $2,121 | $2,856-25.7% | $4,360-51.3% | $2,552-16.9% |
| Participant deferral / active EE | $3,583 | $4,575-21.7% | $6,153-41.8% | $4,126-13.2% |
| Admin fee / account holder | $2,177 | $9,467-77.0% | $15,194-85.7% | $7,339-70.3% |