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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 | $58,470 | $101,778-42.6% | $164,975-64.6% | $80,925-27.7% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.7%-1.0pp |
| Annual return | 12.71% | 16.73%-4.0pp | 70.12%-57.4pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,891 | $2,954-36.0% | $4,343-56.5% | $2,756-31.4% |
| Participant deferral / active EE | $3,608 | $4,477-19.4% | $6,033-40.2% | $4,299-16.1% |
| Admin fee / account holder | $6,089 | $8,221-25.9% | $12,688-52.0% | $6,940-12.3% |