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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 | $65,404 | $81,504-19.8% | $102,437-36.2% | $80,959-19.2% |
| Participation rate | 48.5% | 66.9%-18.4pp | 74.5%-26.0pp | 67.7%-19.2pp |
| Annual return | 16.45% | 25.60%-9.1pp | 24.95%-8.5pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,529 | $3,104-50.7% | $3,871-60.5% | $2,757-44.5% |
| Participant deferral / active EE | $3,089 | $3,871-20.2% | $5,060-39.0% | $4,300-28.2% |
| Admin fee / account holder | $3,478 | $6,719-48.2% | $8,388-58.5% | $6,925-49.8% |