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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 | $66,754 | $106,524-37.3% | $152,301-56.2% | $87,485-23.7% |
| Participation rate | 55.9% | 75.8%-19.9pp | 82.4%-26.6pp | 68.9%-13.0pp |
| Annual return | 16.12% | 26.89%-10.8pp | 80.50%-64.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,470 | $3,371-56.4% | $4,624-68.2% | $2,596-43.4% |
| Participant deferral / active EE | $6,832 | $6,525+4.7% | $8,004-14.6% | $4,274+59.9% |
| Admin fee / account holder | $4,725 | $8,287-43.0% | $14,398-67.2% | $7,775-39.2% |