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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 | $73,620 | $124,425-40.8% | $112,040-34.3% | $137,256-46.4% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 13.72% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,498 | $3,411-56.1% | $2,954-49.3% | $4,156-64.0% |
| Participant deferral / active EE | $6,612 | $5,718+15.6% | $5,098+29.7% | $6,407+3.2% |
| Admin fee / account holder | $305 | $15,207-98.0% | $12,098-97.5% | $12,270-97.5% |