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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 | $57,863 | $106,749-45.8% | $145,433-60.2% | $82,448-29.8% |
| Participation rate | 53.6% | 75.6%-22.1pp | 82.1%-28.5pp | 68.1%-14.5pp |
| Annual return | 17.90% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,211 | $3,444-64.8% | $4,554-73.4% | $2,551-52.5% |
| Participant deferral / active EE | $4,026 | $6,519-38.2% | $7,897-49.0% | $4,139-2.7% |
| Admin fee / account holder | $15,397 | $8,390+83.5% | $13,129+17.3% | $7,234+112.8% |