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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 | $64,249 | $104,098-38.3% | $140,514-54.3% | $94,015-31.7% |
| Participation rate | 64.3% | 73.7%-9.4pp | 77.8%-13.5pp | 70.8%-6.5pp |
| Annual return | 12.47% | 15.14%-2.7pp | 14.36%-1.9pp | 17.84%-5.4pp |
| Employer contribution / active EE | $1,871 | $2,388-21.7% | $3,378-44.6% | $2,790-32.9% |
| Participant deferral / active EE | $3,760 | $4,033-6.8% | $4,919-23.6% | $4,249-11.5% |
| Admin fee / account holder | $5,311 | $10,439-49.1% | $13,697-61.2% | $8,951-40.7% |