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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 | $50,997 | $81,446-37.4% | $103,374-50.7% | $80,874-36.9% |
| Participation rate | 24.4% | 66.9%-42.4pp | 74.5%-50.1pp | 67.6%-43.2pp |
| Annual return | 14.91% | 25.57%-10.7pp | 24.89%-10.0pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,044 | $3,107-34.2% | $3,869-47.2% | $2,756-25.8% |
| Participant deferral / active EE | $2,505 | $3,870-35.3% | $5,058-50.5% | $4,297-41.7% |
| Admin fee / account holder | $5,406 | $6,715-19.5% | $8,394-35.6% | $6,935-22.1% |