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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 | $62,248 | $97,550-36.2% | $120,344-48.3% | $87,485-28.8% |
| Participation rate | 37.0% | 72.8%-35.9pp | 76.7%-39.8pp | 68.9%-32.0pp |
| Annual return | 15.61% | 18.41%-2.8pp | 20.30%-4.7pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,121 | $2,291-7.4% | $3,020-29.8% | $2,596-18.3% |
| Participant deferral / active EE | $4,047 | $4,230-4.3% | $5,135-21.2% | $4,274-5.3% |
| Admin fee / account holder | $3,840 | $9,543-59.8% | $12,742-69.9% | $7,775-50.6% |