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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 | $58,868 | $112,729-47.8% | $98,716-40.4% | $137,256-57.1% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.3%-15.4pp | 80.0%-26.1pp |
| Annual return | 20.25% | 38.48%-18.2pp | 31.81%-11.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,489 | $2,725-45.3% | $2,279-34.6% | $4,156-64.2% |
| Participant deferral / active EE | $4,697 | $4,640+1.2% | $4,048+16.0% | $6,407-26.7% |
| Admin fee / account holder | $9,191 | $10,129-9.3% | $8,703+5.6% | $12,270-25.1% |