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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 | $81,631 | $181,896-55.1% | $156,551-47.9% | $273,972-70.2% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 8.94% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,233 | $6,248-64.3% | $5,501-59.4% | $4,869-54.1% |
| Participant deferral / active EE | $4,410 | $5,550-20.5% | $4,871-9.5% | $5,287-16.6% |
| Admin fee / account holder | $2,310 | $15,560-85.2% | $13,028-82.3% | $10,133-77.2% |