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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 | $59,835 | $78,013-23.3% | $178,449-66.5% | $80,911-26.0% |
| Participation rate | 56.6% | 65.7%-9.1pp | 77.1%-20.5pp | 67.6%-11.0pp |
| Annual return | 11.58% | 18.07%-6.5pp | 27.09%-15.5pp | 35.63%-24.1pp |
| Employer contribution / active EE | $2,579 | $2,287+12.8% | $3,951-34.7% | $2,756-6.4% |
| Participant deferral / active EE | $5,326 | $4,408+20.8% | $6,277-15.1% | $4,297+24.0% |
| Admin fee / account holder | $17,604 | $7,166+145.7% | $10,362+69.9% | $6,935+153.9% |