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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 | $86,802 | $106,524-18.5% | $152,301-43.0% | $87,485-0.8% |
| Participation rate | 53.5% | 75.8%-22.3pp | 82.4%-29.0pp | 68.9%-15.4pp |
| Annual return | 19.76% | 26.89%-7.1pp | 80.50%-60.7pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,559 | $3,371-53.8% | $4,624-66.3% | $2,596-40.0% |
| Participant deferral / active EE | $3,597 | $6,525-44.9% | $8,004-55.1% | $4,274-15.8% |
| Admin fee / account holder | $8,018 | $8,287-3.2% | $14,398-44.3% | $7,775+3.1% |