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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 | $57,640 | $123,000-53.1% | $105,582-45.4% | $198,609-71.0% |
| Participation rate | 45.5% | 76.8%-31.3pp | 71.8%-26.3pp | 82.4%-36.9pp |
| Annual return | 17.57% | 18.31%-0.7pp | 18.61%-1.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,966 | $3,582-45.1% | $2,984-34.1% | $5,055-61.1% |
| Participant deferral / active EE | $6,772 | $5,013+35.1% | $4,353+55.5% | $6,977-2.9% |
| Admin fee / account holder | $3,526 | $16,254-78.3% | $12,856-72.6% | $19,030-81.5% |