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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 | $65,687 | $124,980-47.4% | $108,359-39.4% | $154,746-57.6% |
| Participation rate | 55.6% | 75.2%-19.6pp | 70.1%-14.6pp | 80.7%-25.1pp |
| Annual return | 15.04% | 45.00%-30.0pp | 36.89%-21.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,041 | $2,851-63.5% | $2,399-56.6% | $4,379-76.2% |
| Participant deferral / active EE | $4,572 | $4,743-3.6% | $4,137+10.5% | $6,730-32.1% |
| Admin fee / account holder | $1,332 | $11,502-88.4% | $9,741-86.3% | $14,365-90.7% |