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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 | $61,430 | $72,492-15.3% | $87,104-29.5% | $72,975-15.8% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 22.20% | 24.46%-2.3pp | 28.19%-6.0pp | 81.01%-58.8pp |
| Employer contribution / active EE | $1,209 | $1,894-36.2% | $2,521-52.0% | $2,440-50.4% |
| Participant deferral / active EE | $1,780 | $3,270-45.5% | $4,048-56.0% | $3,608-50.7% |
| Admin fee / account holder | $7,976 | $5,055+57.8% | $7,491+6.5% | $5,124+55.7% |