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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 | $66,054 | $106,864-38.2% | $147,318-55.2% | $82,637-20.1% |
| Participation rate | 38.5% | 75.5%-37.0pp | 82.1%-43.6pp | 68.1%-29.6pp |
| Annual return | 17.99% | 27.49%-9.5pp | 70.43%-52.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,486 | $3,417-56.5% | $4,593-67.7% | $2,552-41.8% |
| Participant deferral / active EE | $2,879 | $6,496-55.7% | $7,906-63.6% | $4,126-30.2% |
| Admin fee / account holder | $11,017 | $8,415+30.9% | $13,708-19.6% | $7,339+50.1% |