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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 | $57,840 | $91,760-37.0% | $156,181-63.0% | $67,986-14.9% |
| Participation rate | 54.2% | 65.0%-10.8pp | 78.8%-24.6pp | 57.2%-3.0pp |
| Annual return | 15.98% | 18.14%-2.2pp | 64.87%-48.9pp | 31.67%-15.7pp |
| Employer contribution / active EE | $716 | $2,419-70.4% | $4,294-83.3% | $2,019-64.5% |
| Participant deferral / active EE | $4,653 | $3,960+17.5% | $6,132-24.1% | $3,358+38.6% |
| Admin fee / account holder | $1,656 | $3,949-58.1% | $14,586-88.6% | $3,203-48.3% |