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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 | $61,199 | $76,834-20.3% | $108,359-43.5% | $87,485-30.0% |
| Participation rate | 55.6% | 61.7%-6.2pp | 70.1%-14.6pp | 68.9%-13.4pp |
| Annual return | 17.15% | 19.09%-1.9pp | 36.89%-19.7pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,063 | $1,556+32.6% | $2,399-14.0% | $2,596-20.5% |
| Participant deferral / active EE | $2,901 | $3,100-6.4% | $4,137-29.9% | $4,274-32.1% |
| Admin fee / account holder | $3,800 | $6,537-41.9% | $9,741-61.0% | $7,775-51.1% |