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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 | $42,666 | $106,749-60.0% | $145,433-70.7% | $82,448-48.3% |
| Participation rate | 53.3% | 75.6%-22.3pp | 82.1%-28.8pp | 68.1%-14.7pp |
| Annual return | 16.96% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $999 | $3,444-71.0% | $4,554-78.1% | $2,551-60.8% |
| Participant deferral / active EE | $4,872 | $6,519-25.3% | $7,897-38.3% | $4,139+17.7% |
| Admin fee / account holder | $1,494 | $8,390-82.2% | $13,129-88.6% | $7,234-79.3% |