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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 | $64,503 | $77,816-17.1% | $123,552-47.8% | $64,173+0.5% |
| Participation rate | 40.3% | 74.7%-34.5pp | 82.3%-42.0pp | 69.6%-29.3pp |
| Annual return | 2.07% | 12.49%-10.4pp | 119.20%-117.1pp | 7.63%-5.6pp |
| Employer contribution / active EE | $998 | $3,014-66.9% | $4,628-78.4% | $2,381-58.1% |
| Participant deferral / active EE | $6,043 | $5,240+15.3% | $6,426-6.0% | $3,470+74.2% |
| Admin fee / account holder | $6,381 | $5,519+15.6% | $9,285-31.3% | $4,887+30.6% |