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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 | $70,012 | $88,583-21.0% | $88,497-20.9% | $273,972-74.4% |
| Participation rate | 58.3% | 83.5%-25.1pp | 82.4%-24.1pp | 83.0%-24.7pp |
| Annual return | 5.91% | 5.68%+0.2pp | 7.63%-1.7pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,280 | $4,502-71.6% | $4,036-68.3% | $4,869-73.7% |
| Participant deferral / active EE | $2,806 | $4,891-42.6% | $4,899-42.7% | $5,287-46.9% |
| Admin fee / account holder | $4,757 | $8,980-47.0% | $6,220-23.5% | $10,133-53.1% |