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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 | $74,429 | $145,431-48.8% | $211,142-64.7% | $87,485-14.9% |
| Participation rate | 64.3% | 84.7%-20.5pp | 87.3%-23.0pp | 68.9%-4.6pp |
| Annual return | 16.25% | 27.21%-11.0pp | 46.84%-30.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,745 | $4,662-62.6% | $6,442-72.9% | $2,596-32.8% |
| Participant deferral / active EE | $5,566 | $6,859-18.8% | $9,284-40.0% | $4,274+30.2% |
| Admin fee / account holder | $11,541 | $17,052-32.3% | $19,076-39.5% | $7,775+48.4% |