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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 | $35,970 | $81,446-55.8% | $103,374-65.2% | $80,874-55.5% |
| Participation rate | 55.0% | 66.9%-11.9pp | 74.5%-19.5pp | 67.6%-12.6pp |
| Annual return | 15.21% | 25.57%-10.4pp | 24.89%-9.7pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,077 | $3,107-33.2% | $3,869-46.3% | $2,756-24.6% |
| Participant deferral / active EE | $4,502 | $3,870+16.3% | $5,058-11.0% | $4,297+4.8% |
| Admin fee / account holder | $4,279 | $6,715-36.3% | $8,394-49.0% | $6,935-38.3% |