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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 | $55,601 | $109,782-49.4% | $260,467-78.7% | $94,015-40.9% |
| Participation rate | 60.5% | 67.2%-6.7pp | 80.5%-20.0pp | 70.8%-10.3pp |
| Annual return | 11.74% | 18.60%-6.9pp | 100.60%-88.9pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,814 | $2,147-15.5% | $4,239-57.2% | $2,790-35.0% |
| Participant deferral / active EE | $4,106 | $4,044+1.5% | $6,319-35.0% | $4,249-3.4% |
| Admin fee / account holder | $5,922 | $11,958-50.5% | $15,461-61.7% | $8,951-33.8% |