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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 | $54,889 | $102,245-46.3% | $89,340-38.6% | $137,256-60.0% |
| Participation rate | 40.0% | 74.9%-34.9pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 20.36% | 21.89%-1.5pp | 20.57%-0.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,763 | $2,529-30.3% | $2,231-21.0% | $4,156-57.6% |
| Participant deferral / active EE | $6,201 | $4,436+39.8% | $3,823+62.2% | $6,407-3.2% |
| Admin fee / account holder | $347 | $8,085-95.7% | $6,704-94.8% | $12,270-97.2% |