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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 | $70,194 | $123,793-43.3% | $177,840-60.5% | $79,852-12.1% |
| Participation rate | 58.8% | 84.7%-25.9pp | 87.7%-29.0pp | 69.6%-10.9pp |
| Annual return | 21.15% | 22.82%-1.7pp | 48.32%-27.2pp | 31.72%-10.6pp |
| Employer contribution / active EE | $1,544 | $4,095-62.3% | $5,919-73.9% | $2,471-37.5% |
| Participant deferral / active EE | $5,477 | $5,956-8.1% | $7,714-29.0% | $3,740+46.4% |
| Admin fee / account holder | $4,869 | $7,243-32.8% | $12,431-60.8% | $5,306-8.2% |