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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 | $71,847 | $123,478-41.8% | $216,567-66.8% | $94,015-23.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 81.6%-41.6pp | 70.8%-30.8pp |
| Annual return | 12.02% | 23.61%-11.6pp | 12.94%-0.9pp | 17.84%-5.8pp |
| Employer contribution / active EE | $960 | $3,136-69.4% | $5,216-81.6% | $2,790-65.6% |
| Participant deferral / active EE | $5,059 | $4,556+11.0% | $6,191-18.3% | $4,249+19.0% |
| Admin fee / account holder | $2,101 | $12,753-83.5% | $21,981-90.4% | $8,951-76.5% |