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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 | $60,837 | $72,269-15.8% | $101,271-39.9% | $79,852-23.8% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | 14.36% | 22.29%-7.9pp | 46.48%-32.1pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,570 | $2,692-41.7% | $3,660-57.1% | $2,471-36.5% |
| Participant deferral / active EE | $3,268 | $3,282-0.4% | $4,371-25.2% | $3,740-12.6% |
| Admin fee / account holder | $3,085 | $4,401-29.9% | $5,948-48.1% | $5,306-41.9% |