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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 | $55,333 | $95,453-42.0% | $112,040-50.6% | $82,448-32.9% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.5%-14.0pp | 68.1%-5.6pp |
| Annual return | 16.69% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,492 | $2,318-35.6% | $2,954-49.5% | $2,551-41.5% |
| Participant deferral / active EE | $8,033 | $4,224+90.2% | $5,098+57.6% | $4,139+94.1% |
| Admin fee / account holder | $6,208 | $9,013-31.1% | $12,098-48.7% | $7,234-14.2% |