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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 | $55,063 | $78,015-29.4% | $178,505-69.2% | $80,959-32.0% |
| Participation rate | 46.8% | 65.7%-18.8pp | 77.1%-30.3pp | 67.7%-20.8pp |
| Annual return | 15.20% | 18.10%-2.9pp | 27.16%-12.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,253 | $2,281-1.2% | $3,955-43.0% | $2,757-18.3% |
| Participant deferral / active EE | $3,745 | $4,406-15.0% | $6,280-40.4% | $4,300-12.9% |
| Admin fee / account holder | $1,165 | $7,160-83.7% | $10,428-88.8% | $6,925-83.2% |