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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 | $87,166-33.9% | $76,735-24.9% | $137,256-58.0% |
| Participation rate | 45.5% | 74.4%-28.9pp | 69.5%-24.0pp | 80.0%-34.5pp |
| Annual return | 17.57% | 26.50%-8.9pp | 29.77%-12.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,966 | $2,904-32.3% | $2,454-19.9% | $4,156-52.7% |
| Participant deferral / active EE | $6,772 | $4,726+43.3% | $4,088+65.6% | $6,407+5.7% |
| Admin fee / account holder | $3,526 | $8,403-58.0% | $7,189-51.0% | $12,270-71.3% |