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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 | $59,153 | $106,749-44.6% | $145,433-59.3% | $82,448-28.3% |
| Participation rate | 63.5% | 75.6%-12.2pp | 82.1%-18.7pp | 68.1%-4.6pp |
| Annual return | 16.02% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $722 | $3,444-79.1% | $4,554-84.2% | $2,551-71.7% |
| Participant deferral / active EE | $5,397 | $6,519-17.2% | $7,897-31.7% | $4,139+30.4% |
| Admin fee / account holder | $471 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |