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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 | $60,278 | $145,431-58.6% | $211,142-71.5% | $87,485-31.1% |
| Participation rate | 48.0% | 84.7%-36.7pp | 87.3%-39.3pp | 68.9%-20.9pp |
| Annual return | 19.67% | 27.21%-7.5pp | 46.84%-27.2pp | 26.06%-6.4pp |
| Employer contribution / active EE | $2,701 | $4,662-42.1% | $6,442-58.1% | $2,596+4.0% |
| Participant deferral / active EE | $5,338 | $6,859-22.2% | $9,284-42.5% | $4,274+24.9% |
| Admin fee / account holder | $1,168 | $17,052-93.1% | $19,076-93.9% | $7,775-85.0% |