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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 | $55,321 | $82,879-33.3% | $96,576-42.7% | $67,986-18.6% |
| Participation rate | 44.9% | 75.2%-30.3pp | 81.4%-36.6pp | 57.2%-12.3pp |
| Annual return | 19.71% | 36.90%-17.2pp | 38.47%-18.8pp | 31.67%-12.0pp |
| Employer contribution / active EE | $1,553 | $2,727-43.1% | $3,553-56.3% | $2,019-23.1% |
| Participant deferral / active EE | $6,386 | $6,976-8.5% | $7,956-19.7% | $3,358+90.2% |
| Admin fee / account holder | $13,986 | $2,783+402.5% | $11,381+22.9% | $3,203+336.6% |