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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 | $61,310 | $94,436-35.1% | $115,599-47.0% | $82,637-25.8% |
| Participation rate | 51.9% | 70.4%-18.5pp | 74.3%-22.3pp | 68.1%-16.1pp |
| Annual return | 15.43% | 18.37%-2.9pp | 111.10%-95.7pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,044 | $2,324-12.0% | $2,955-30.8% | $2,552-19.9% |
| Participant deferral / active EE | $3,577 | $3,955-9.6% | $4,889-26.8% | $4,126-13.3% |
| Admin fee / account holder | $8,072 | $10,328-21.8% | $12,841-37.1% | $7,339+10.0% |