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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 | $70,352 | $88,583-20.6% | $88,497-20.5% | $273,972-74.3% |
| Participation rate | 60.0% | 83.5%-23.5pp | 82.4%-22.4pp | 83.0%-23.0pp |
| Annual return | 6.18% | 5.68%+0.5pp | 7.63%-1.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,446 | $4,502-67.9% | $4,036-64.2% | $4,869-70.3% |
| Participant deferral / active EE | $2,416 | $4,891-50.6% | $4,899-50.7% | $5,287-54.3% |
| Admin fee / account holder | $5,621 | $8,980-37.4% | $6,220-9.6% | $10,133-44.5% |