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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 | $56,896 | $81,487-30.2% | $102,412-44.4% | $80,935-29.7% |
| Participation rate | 57.8% | 66.8%-9.1pp | 74.5%-16.7pp | 67.7%-9.9pp |
| Annual return | 11.11% | 25.60%-14.5pp | 24.94%-13.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $2,201 | $3,103-29.1% | $3,870-43.1% | $2,757-20.2% |
| Participant deferral / active EE | $2,946 | $3,871-23.9% | $5,060-41.8% | $4,299-31.5% |
| Admin fee / account holder | $2,529 | $6,717-62.3% | $8,388-69.8% | $6,924-63.5% |