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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 | $45,173 | $79,955-43.5% | $98,461-54.1% | $75,173-39.9% |
| Participation rate | 54.5% | 70.4%-15.8pp | 75.2%-20.6pp | 67.2%-12.7pp |
| Annual return | 15.09% | 19.75%-4.7pp | 21.17%-6.1pp | 160.72%-145.6pp |
| Employer contribution / active EE | $1,321 | $2,264-41.6% | $3,049-56.7% | $2,671-50.5% |
| Participant deferral / active EE | $5,341 | $3,752+42.3% | $4,738+12.7% | $4,126+29.4% |
| Admin fee / account holder | $5,563 | $6,841-18.7% | $8,961-37.9% | $5,651-1.5% |