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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 | $62,871 | $86,922-27.7% | $102,438-38.6% | $80,874-22.3% |
| Participation rate | 56.5% | 72.4%-15.9pp | 76.5%-20.0pp | 67.6%-11.1pp |
| Annual return | 12.07% | 18.90%-6.8pp | 29.37%-17.3pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,898 | $2,369-19.9% | $3,024-37.2% | $2,756-31.1% |
| Participant deferral / active EE | $3,150 | $4,119-23.5% | $5,054-37.7% | $4,297-26.7% |
| Admin fee / account holder | $5,546 | $8,050-31.1% | $9,448-41.3% | $6,935-20.0% |