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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 | $69,912 | $143,969-51.4% | $199,883-65.0% | $82,637-15.4% |
| Participation rate | 55.4% | 84.1%-28.8pp | 86.8%-31.4pp | 68.1%-12.7pp |
| Annual return | 18.51% | 25.67%-7.2pp | 43.81%-25.3pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,732 | $4,632-62.6% | $6,261-72.3% | $2,552-32.2% |
| Participant deferral / active EE | $4,217 | $6,937-39.2% | $9,138-53.9% | $4,126+2.2% |
| Admin fee / account holder | $4,165 | $14,597-71.5% | $17,268-75.9% | $7,339-43.2% |