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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 | $55,749 | $81,476-31.6% | $102,383-45.5% | $80,925-31.1% |
| Participation rate | 53.2% | 66.8%-13.6pp | 74.5%-21.3pp | 67.7%-14.4pp |
| Annual return | 12.83% | 25.59%-12.8pp | 24.94%-12.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $13,694 | $3,105+341.1% | $3,870+253.8% | $2,756+396.8% |
| Participant deferral / active EE | $6,372 | $3,871+64.6% | $5,060+25.9% | $4,299+48.2% |
| Admin fee / account holder | $12,583 | $6,717+87.3% | $8,391+50.0% | $6,940+81.3% |