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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 | $83,416 | $114,712-27.3% | $173,730-52.0% | $87,485-4.7% |
| Participation rate | 50.9% | 73.0%-22.1pp | 79.6%-28.6pp | 68.9%-18.0pp |
| Annual return | 18.85% | 20.18%-1.3pp | 19.96%-1.1pp | 26.06%-7.2pp |
| Employer contribution / active EE | $855 | $2,904-70.6% | $4,577-81.3% | $2,596-67.1% |
| Participant deferral / active EE | $6,367 | $4,642+37.2% | $6,326+0.6% | $4,274+49.0% |
| Admin fee / account holder | $2,137 | $10,210-79.1% | $17,523-87.8% | $7,775-72.5% |