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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 | $53,416 | $95,453-44.0% | $112,040-52.3% | $82,448-35.2% |
| Participation rate | 58.7% | 72.8%-14.1pp | 76.5%-17.8pp | 68.1%-9.4pp |
| Annual return | 18.68% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,042 | $2,318-11.9% | $2,954-30.9% | $2,551-19.9% |
| Participant deferral / active EE | $3,541 | $4,224-16.2% | $5,098-30.5% | $4,139-14.4% |
| Admin fee / account holder | $15,320 | $9,013+70.0% | $12,098+26.6% | $7,234+111.8% |