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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 | $60,065 | $75,541-20.5% | $152,093-60.5% | $82,637-27.3% |
| Participation rate | 55.9% | 66.5%-10.7pp | 77.8%-21.9pp | 68.1%-12.2pp |
| Annual return | 16.49% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,272 | $2,622-51.5% | $4,175-69.5% | $2,552-50.2% |
| Participant deferral / active EE | $3,987 | $3,206+24.4% | $5,451-26.9% | $4,126-3.4% |
| Admin fee / account holder | $4,489 | $6,405-29.9% | $14,497-69.0% | $7,339-38.8% |