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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 | $70,469 | $97,648-27.8% | $121,663-42.1% | $87,485-19.5% |
| Participation rate | 57.9% | 70.5%-12.6pp | 74.5%-16.6pp | 68.9%-11.0pp |
| Annual return | 13.15% | 18.03%-4.9pp | 147.54%-134.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,524 | $2,300-33.7% | $3,020-49.5% | $2,596-41.3% |
| Participant deferral / active EE | $5,352 | $3,923+36.4% | $4,887+9.5% | $4,274+25.2% |
| Admin fee / account holder | $5,359 | $11,100-51.7% | $14,289-62.5% | $7,775-31.1% |