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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 | $51,564 | $106,864-51.7% | $147,318-65.0% | $82,637-37.6% |
| Participation rate | 34.2% | 75.5%-41.3pp | 82.1%-47.9pp | 68.1%-33.9pp |
| Annual return | 16.43% | 27.49%-11.1pp | 70.43%-54.0pp | 53.51%-37.1pp |
| Employer contribution / active EE | $1,415 | $3,417-58.6% | $4,593-69.2% | $2,552-44.6% |
| Participant deferral / active EE | $3,825 | $6,496-41.1% | $7,906-51.6% | $4,126-7.3% |
| Admin fee / account holder | $10,639 | $8,415+26.4% | $13,708-22.4% | $7,339+45.0% |