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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 | $56,374 | $106,524-47.1% | $152,301-63.0% | $87,485-35.6% |
| Participation rate | 65.6% | 75.8%-10.1pp | 82.4%-16.8pp | 68.9%-3.3pp |
| Annual return | 17.03% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $742 | $3,371-78.0% | $4,624-84.0% | $2,596-71.4% |
| Participant deferral / active EE | $6,232 | $6,525-4.5% | $8,004-22.1% | $4,274+45.8% |
| Admin fee / account holder | $1,746 | $8,287-78.9% | $14,398-87.9% | $7,775-77.5% |