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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 | $77,962-23.3% | $178,540-66.5% | $80,935-26.1% |
| Participation rate | 56.6% | 65.7%-9.1pp | 77.1%-20.5pp | 67.7%-11.1pp |
| Annual return | 11.58% | 18.10%-6.5pp | 27.15%-15.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $2,579 | $2,280+13.1% | $3,953-34.8% | $2,757-6.5% |
| Participant deferral / active EE | $5,326 | $4,404+20.9% | $6,281-15.2% | $4,299+23.9% |
| Admin fee / account holder | $17,604 | $7,156+146.0% | $10,424+68.9% | $6,924+154.2% |