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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 | $52,986 | $73,988-28.4% | $96,538-45.1% | $75,177-29.5% |
| Participation rate | 55.3% | 66.4%-11.2pp | 74.3%-19.1pp | 67.2%-11.9pp |
| Annual return | 15.13% | 26.73%-11.6pp | 35.74%-20.6pp | 160.75%-145.6pp |
| Employer contribution / active EE | $2,137 | $2,930-27.1% | $3,740-42.9% | $2,671-20.0% |
| Participant deferral / active EE | $3,642 | $3,660-0.5% | $4,880-25.4% | $4,126-11.7% |
| Admin fee / account holder | $4,031 | $5,220-22.8% | $6,737-40.2% | $5,651-28.7% |