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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 | $60,582 | $72,273-16.2% | $101,275-40.2% | $79,856-24.1% |
| Participation rate | 38.9% | 68.5%-29.6pp | 75.8%-36.9pp | 69.6%-30.8pp |
| Annual return | 15.10% | 22.30%-7.2pp | 46.48%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,446 | $2,691-46.3% | $3,660-60.5% | $2,471-41.5% |
| Participant deferral / active EE | $3,239 | $3,282-1.3% | $4,371-25.9% | $3,741-13.4% |
| Admin fee / account holder | $5,362 | $4,401+21.8% | $5,948-9.8% | $5,306+1.1% |