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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 | $62,007 | $72,273-14.2% | $101,275-38.8% | $79,856-22.4% |
| Participation rate | 48.3% | 68.5%-20.2pp | 75.8%-27.5pp | 69.6%-21.4pp |
| Annual return | 16.20% | 22.30%-6.1pp | 46.48%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,006 | $2,691-62.6% | $3,660-72.5% | $2,471-59.3% |
| Participant deferral / active EE | $2,181 | $3,282-33.5% | $4,371-50.1% | $3,741-41.7% |
| Admin fee / account holder | $5,115 | $4,401+16.2% | $5,948-14.0% | $5,306-3.6% |