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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 | $59,342 | $76,407-22.3% | $150,298-60.5% | $82,448-28.0% |
| Participation rate | 56.8% | 66.4%-9.6pp | 77.8%-21.0pp | 68.1%-11.3pp |
| Annual return | 17.12% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,226 | $2,614-14.9% | $4,154-46.4% | $2,551-12.8% |
| Participant deferral / active EE | $4,872 | $3,214+51.6% | $5,453-10.7% | $4,139+17.7% |
| Admin fee / account holder | $2,154 | $6,352-66.1% | $14,116-84.7% | $7,234-70.2% |