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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 | $118,655 | $215,361-44.9% | $171,082-30.6% | $273,972-56.7% |
| Participation rate | 63.6% | 82.0%-18.4pp | 76.7%-13.1pp | 83.0%-19.4pp |
| Annual return | 5.47% | 25.14%-19.7pp | 32.56%-27.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,694 | $4,967-65.9% | $4,002-57.7% | $4,869-65.2% |
| Participant deferral / active EE | $4,858 | $5,543-12.4% | $4,797+1.3% | $5,287-8.1% |
| Admin fee / account holder | $1,193 | $10,846-89.0% | $8,520-86.0% | $10,133-88.2% |