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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 | $41,204 | $106,524-61.3% | $152,301-72.9% | $87,485-52.9% |
| Participation rate | 61.9% | 75.8%-13.8pp | 82.4%-20.5pp | 68.9%-7.0pp |
| Annual return | 24.56% | 26.89%-2.3pp | 80.50%-55.9pp | 26.06%-1.5pp |
| Employer contribution / active EE | $2,884 | $3,371-14.5% | $4,624-37.6% | $2,596+11.1% |
| Participant deferral / active EE | $5,427 | $6,525-16.8% | $8,004-32.2% | $4,274+27.0% |
| Admin fee / account holder | $1,481 | $8,287-82.1% | $14,398-89.7% | $7,775-81.0% |