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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 | $58,744 | $112,729-47.9% | $98,716-40.5% | $137,256-57.2% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.3%-11.0pp | 80.0%-21.6pp |
| Annual return | 16.90% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,755 | $2,725-35.6% | $2,279-23.0% | $4,156-57.8% |
| Participant deferral / active EE | $4,769 | $4,640+2.8% | $4,048+17.8% | $6,407-25.6% |
| Admin fee / account holder | $786 | $10,129-92.2% | $8,703-91.0% | $12,270-93.6% |