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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 | $56,703 | $86,919-34.8% | $102,457-44.7% | $80,911-29.9% |
| Participation rate | 56.6% | 72.4%-15.8pp | 76.5%-19.9pp | 67.6%-11.0pp |
| Annual return | 12.74% | 18.90%-6.2pp | 29.41%-16.7pp | 35.63%-22.9pp |
| Employer contribution / active EE | $1,421 | $2,368-40.0% | $3,022-53.0% | $2,756-48.4% |
| Participant deferral / active EE | $2,720 | $4,119-34.0% | $5,054-46.2% | $4,297-36.7% |
| Admin fee / account holder | $9,953 | $8,049+23.7% | $9,451+5.3% | $6,935+43.5% |