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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 | $55,901 | $108,825-48.6% | $156,181-64.2% | $82,448-32.2% |
| Participation rate | 60.7% | 72.4%-11.7pp | 78.8%-18.1pp | 68.1%-7.4pp |
| Annual return | 18.38% | 20.59%-2.2pp | 64.87%-46.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,703 | $2,870-40.7% | $4,294-60.3% | $2,551-33.2% |
| Participant deferral / active EE | $4,288 | $4,577-6.3% | $6,132-30.1% | $4,139+3.6% |
| Admin fee / account holder | $455 | $9,341-95.1% | $14,586-96.9% | $7,234-93.7% |