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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 | $74,632 | $112,729-33.8% | $98,716-24.4% | $137,256-45.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 18.28% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,582 | $2,725-41.9% | $2,279-30.6% | $4,156-61.9% |
| Participant deferral / active EE | $4,847 | $4,640+4.5% | $4,048+19.7% | $6,407-24.3% |
| Admin fee / account holder | $1,090 | $10,129-89.2% | $8,703-87.5% | $12,270-91.1% |