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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 | $74,487 | $132,310-43.7% | $105,754-29.6% | $273,972-72.8% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | 5.53% | 10.08%-4.6pp | 12.25%-6.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,293 | $4,867-73.4% | $4,079-68.3% | $4,869-73.4% |
| Participant deferral / active EE | $4,123 | $6,233-33.9% | $5,326-22.6% | $5,287-22.0% |
| Admin fee / account holder | $3,691 | $12,036-69.3% | $8,309-55.6% | $10,133-63.6% |