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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 | $58,261 | $81,446-28.5% | $103,374-43.6% | $80,874-28.0% |
| Participation rate | 57.7% | 66.9%-9.1pp | 74.5%-16.8pp | 67.6%-9.9pp |
| Annual return | 17.72% | 25.57%-7.8pp | 24.89%-7.2pp | 35.62%-17.9pp |
| Employer contribution / active EE | $2,154 | $3,107-30.7% | $3,869-44.3% | $2,756-21.8% |
| Participant deferral / active EE | $3,705 | $3,870-4.3% | $5,058-26.7% | $4,297-13.8% |
| Admin fee / account holder | $1,630 | $6,715-75.7% | $8,394-80.6% | $6,935-76.5% |