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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 | $57,011 | $115,931-50.8% | $185,441-69.3% | $86,983-34.5% |
| Participation rate | 67.7% | 73.6%-5.9pp | 80.3%-12.5pp | 69.5%-1.8pp |
| Annual return | 12.26% | 21.47%-9.2pp | 20.16%-7.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $2,059 | $2,937-29.9% | $4,672-55.9% | $2,584-20.3% |
| Participant deferral / active EE | $3,772 | $4,551-17.1% | $6,152-38.7% | $4,194-10.0% |
| Admin fee / account holder | $2,837 | $10,687-73.4% | $17,890-84.1% | $7,856-63.9% |