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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 | $67,145 | $91,474-26.6% | $135,982-50.6% | $71,529-6.1% |
| Participation rate | 40.8% | 75.7%-34.9pp | 81.9%-41.1pp | 67.9%-27.2pp |
| Annual return | 19.25% | 29.89%-10.6pp | 68.32%-49.1pp | 28.97%-9.7pp |
| Employer contribution / active EE | $1,719 | $3,705-53.6% | $4,859-64.6% | $2,590-33.6% |
| Participant deferral / active EE | $4,350 | $7,095-38.7% | $7,760-43.9% | $4,291+1.4% |
| Admin fee / account holder | $6,610 | $1,267+421.6% | $10,767-38.6% | $1,588+316.1% |