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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 | $55,407 | $75,807-26.9% | $116,096-52.3% | $86,983-36.3% |
| Participation rate | 56.1% | 66.9%-10.7pp | 73.3%-17.2pp | 69.5%-13.4pp |
| Annual return | 13.83% | 18.57%-4.7pp | 326.25%-312.4pp | 25.83%-12.0pp |
| Employer contribution / active EE | $736 | $1,892-61.1% | $2,503-70.6% | $2,584-71.5% |
| Participant deferral / active EE | $4,672 | $3,212+45.5% | $3,952+18.2% | $4,194+11.4% |
| Admin fee / account holder | $1,798 | $6,659-73.0% | $7,704-76.7% | $7,856-77.1% |