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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 | $107,733-46.5% | $92,985-38.0% | $154,746-62.8% |
| Participation rate | 45.5% | 74.6%-29.1pp | 69.5%-24.0pp | 80.7%-35.2pp |
| Annual return | 17.57% | 30.39%-12.8pp | 27.99%-10.4pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,966 | $3,126-37.1% | $2,662-26.1% | $4,379-55.1% |
| Participant deferral / active EE | $6,772 | $5,053+34.0% | $4,377+54.7% | $6,730+0.6% |
| Admin fee / account holder | $3,526 | $11,369-69.0% | $9,463-62.7% | $14,365-75.5% |