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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 | $52,082 | $104,098-50.0% | $140,514-62.9% | $94,015-44.6% |
| Participation rate | 64.4% | 73.7%-9.3pp | 77.8%-13.4pp | 70.8%-6.4pp |
| Annual return | 14.02% | 15.14%-1.1pp | 14.36%-0.3pp | 17.84%-3.8pp |
| Employer contribution / active EE | $1,830 | $2,388-23.4% | $3,378-45.8% | $2,790-34.4% |
| Participant deferral / active EE | $3,289 | $4,033-18.4% | $4,919-33.1% | $4,249-22.6% |
| Admin fee / account holder | $16,582 | $10,439+58.9% | $13,697+21.1% | $8,951+85.3% |