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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 | $59,395 | $106,749-44.4% | $145,433-59.2% | $82,448-28.0% |
| Participation rate | 54.8% | 75.6%-20.8pp | 82.1%-27.3pp | 68.1%-13.2pp |
| Annual return | 18.67% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,994 | $3,444-42.1% | $4,554-56.2% | $2,551-21.8% |
| Participant deferral / active EE | $4,047 | $6,519-37.9% | $7,897-48.8% | $4,139-2.2% |
| Admin fee / account holder | $1,029 | $8,390-87.7% | $13,129-92.2% | $7,234-85.8% |