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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 | $77,015 | $212,777-63.8% | $173,703-55.7% | $198,609-61.2% |
| Participation rate | 55.0% | 81.1%-26.1pp | 75.9%-20.9pp | 82.4%-27.4pp |
| Annual return | 17.61% | 18.82%-1.2pp | 17.46%+0.2pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,332 | $5,214-74.4% | $4,288-68.9% | $5,055-73.6% |
| Participant deferral / active EE | $4,677 | $5,697-17.9% | $4,854-3.6% | $6,977-33.0% |
| Admin fee / account holder | $1,696 | $19,536-91.3% | $15,562-89.1% | $19,030-91.1% |