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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 | $63,815 | $106,864-40.3% | $147,318-56.7% | $82,637-22.8% |
| Participation rate | 54.3% | 75.5%-21.2pp | 82.1%-27.8pp | 68.1%-13.8pp |
| Annual return | 16.83% | 27.49%-10.7pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $2,304 | $3,417-32.6% | $4,593-49.8% | $2,552-9.7% |
| Participant deferral / active EE | $4,508 | $6,496-30.6% | $7,906-43.0% | $4,126+9.3% |
| Admin fee / account holder | $7,526 | $8,415-10.6% | $13,708-45.1% | $7,339+2.6% |