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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 | $75,341 | $101,798-26.0% | $165,071-54.4% | $80,935-6.9% |
| Participation rate | 53.3% | 71.8%-18.5pp | 78.6%-25.3pp | 67.7%-14.3pp |
| Annual return | 12.51% | 16.73%-4.2pp | 70.17%-57.7pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,012 | $2,954-65.8% | $4,347-76.7% | $2,757-63.3% |
| Participant deferral / active EE | $7,746 | $4,476+73.1% | $6,035+28.4% | $4,299+80.2% |
| Admin fee / account holder | $13,701 | $8,221+66.6% | $12,695+7.9% | $6,924+97.9% |