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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 | $60,588 | $75,541-19.8% | $152,093-60.2% | $82,637-26.7% |
| Participation rate | 48.3% | 66.5%-18.3pp | 77.8%-29.5pp | 68.1%-19.8pp |
| Annual return | 21.07% | 32.56%-11.5pp | 66.36%-45.3pp | 53.51%-32.4pp |
| Employer contribution / active EE | $1,727 | $2,622-34.2% | $4,175-58.6% | $2,552-32.3% |
| Participant deferral / active EE | $4,873 | $3,206+52.0% | $5,451-10.6% | $4,126+18.1% |
| Admin fee / account holder | $929 | $6,405-85.5% | $14,497-93.6% | $7,339-87.3% |