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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 | $67,132 | $79,557-15.6% | $118,746-43.5% | $70,131-4.3% |
| Participation rate | 45.2% | 71.4%-26.2pp | 78.3%-33.1pp | 69.5%-24.4pp |
| Annual return | 16.73% | 25.64%-8.9pp | 24.54%-7.8pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,083 | $2,861-27.2% | $4,193-50.3% | $2,342-11.1% |
| Participant deferral / active EE | $3,000 | $4,089-26.6% | $5,332-43.7% | $3,332-10.0% |
| Admin fee / account holder | $8,515 | $5,374+58.4% | $10,720-20.6% | $4,645+83.3% |