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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 | $63,030 | $79,894-21.1% | $135,792-53.6% | $82,637-23.7% |
| Participation rate | 48.7% | 63.0%-14.3pp | 72.6%-23.9pp | 68.1%-19.3pp |
| Annual return | 15.26% | 17.20%-1.9pp | 25.96%-10.7pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,185 | $2,165-45.3% | $3,496-66.1% | $2,552-53.6% |
| Participant deferral / active EE | $2,322 | $3,194-27.3% | $4,759-51.2% | $4,126-43.7% |
| Admin fee / account holder | $2,175 | $6,434-66.2% | $12,266-82.3% | $7,339-70.4% |