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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 | $65,629 | $138,386-52.6% | $184,260-64.4% | $80,935-18.9% |
| Participation rate | 56.1% | 83.9%-27.8pp | 86.8%-30.7pp | 67.7%-11.6pp |
| Annual return | 13.09% | 20.02%-6.9pp | 28.84%-15.7pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,870 | $4,851-40.8% | $6,427-55.3% | $2,757+4.1% |
| Participant deferral / active EE | $5,516 | $7,076-22.0% | $9,133-39.6% | $4,299+28.3% |
| Admin fee / account holder | $12,341 | $10,489+17.7% | $13,898-11.2% | $6,924+78.2% |