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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 | $66,505 | $107,733-38.3% | $92,985-28.5% | $154,746-57.0% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 15.31% | 30.39%-15.1pp | 27.99%-12.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,181 | $3,126-62.2% | $2,662-55.6% | $4,379-73.0% |
| Participant deferral / active EE | $4,704 | $5,053-6.9% | $4,377+7.5% | $6,730-30.1% |
| Admin fee / account holder | $1,422 | $11,369-87.5% | $9,463-85.0% | $14,365-90.1% |