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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 | $83,959 | $123,000-31.7% | $105,582-20.5% | $198,609-57.7% |
| Participation rate | 42.9% | 76.8%-33.9pp | 71.8%-28.9pp | 82.4%-39.5pp |
| Annual return | 20.49% | 18.31%+2.2pp | 18.61%+1.9pp | 202.70%-182.2pp |
| Employer contribution / active EE | $2,606 | $3,582-27.2% | $2,984-12.7% | $5,055-48.5% |
| Participant deferral / active EE | $13,559 | $5,013+170.5% | $4,353+211.5% | $6,977+94.4% |
| Admin fee / account holder | $3,305 | $16,254-79.7% | $12,856-74.3% | $19,030-82.6% |