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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 | $53,417 | $106,524-49.9% | $152,301-64.9% | $87,485-38.9% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.4%-22.0pp | 68.9%-8.5pp |
| Annual return | 15.48% | 26.89%-11.4pp | 80.50%-65.0pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,196 | $3,371-64.5% | $4,624-74.1% | $2,596-53.9% |
| Participant deferral / active EE | $2,813 | $6,525-56.9% | $8,004-64.9% | $4,274-34.2% |
| Admin fee / account holder | $494 | $8,287-94.0% | $14,398-96.6% | $7,775-93.7% |