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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 | $44,183 | $138,386-68.1% | $184,260-76.0% | $80,935-45.4% |
| Participation rate | 55.2% | 83.9%-28.7pp | 86.8%-31.7pp | 67.7%-12.5pp |
| Annual return | 15.48% | 20.02%-4.5pp | 28.84%-13.4pp | 35.66%-20.2pp |
| Employer contribution / active EE | $2,705 | $4,851-44.2% | $6,427-57.9% | $2,757-1.9% |
| Participant deferral / active EE | $5,120 | $7,076-27.6% | $9,133-43.9% | $4,299+19.1% |
| Admin fee / account holder | $8,413 | $10,489-19.8% | $13,898-39.5% | $6,924+21.5% |