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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 | $43,744 | $63,949-31.6% | $129,031-66.1% | $94,015-53.5% |
| Participation rate | 58.7% | 63.4%-4.7pp | 73.4%-14.6pp | 70.8%-12.1pp |
| Annual return | 14.57% | 17.56%-3.0pp | 34.67%-20.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,868 | $1,865+0.2% | $3,226-42.1% | $2,790-33.0% |
| Participant deferral / active EE | $2,994 | $3,686-18.8% | $5,217-42.6% | $4,249-29.5% |
| Admin fee / account holder | $2,644 | $5,523-52.1% | $13,208-80.0% | $8,951-70.5% |