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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 | $67,643 | $104,098-35.0% | $140,514-51.9% | $94,015-28.1% |
| Participation rate | 47.8% | 73.7%-25.9pp | 77.8%-30.0pp | 70.8%-23.0pp |
| Annual return | 17.62% | 15.14%+2.5pp | 14.36%+3.3pp | 17.84%-0.2pp |
| Employer contribution / active EE | $1,367 | $2,388-42.8% | $3,378-59.5% | $2,790-51.0% |
| Participant deferral / active EE | $1,989 | $4,033-50.7% | $4,919-59.6% | $4,249-53.2% |
| Admin fee / account holder | $2,336 | $10,439-77.6% | $13,697-82.9% | $8,951-73.9% |