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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 | $56,305 | $81,358-30.8% | $155,556-63.8% | $80,959-30.5% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 11.85% | 33.39%-21.5pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,156 | $3,106-30.6% | $4,675-53.9% | $2,757-21.8% |
| Participant deferral / active EE | $4,528 | $3,455+31.0% | $5,631-19.6% | $4,300+5.3% |
| Admin fee / account holder | $1,004 | $7,994-87.4% | $15,885-93.7% | $6,925-85.5% |