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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 | $58,790 | $106,524-44.8% | $152,301-61.4% | $87,485-32.8% |
| Participation rate | 65.2% | 75.8%-10.5pp | 82.4%-17.2pp | 68.9%-3.7pp |
| Annual return | 15.59% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,570 | $3,371-53.4% | $4,624-66.0% | $2,596-39.5% |
| Participant deferral / active EE | $4,664 | $6,525-28.5% | $8,004-41.7% | $4,274+9.1% |
| Admin fee / account holder | $1,561 | $8,287-81.2% | $14,398-89.2% | $7,775-79.9% |