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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 | $71,583 | $123,898-42.2% | $116,538-38.6% | $155,188-53.9% |
| Participation rate | 58.8% | 83.7%-24.9pp | 82.6%-23.8pp | 80.8%-22.0pp |
| Annual return | 20.37% | 16.04%+4.3pp | 17.97%+2.4pp | 148.84%-128.5pp |
| Employer contribution / active EE | $2,457 | $4,739-48.1% | $4,541-45.9% | $4,248-42.1% |
| Participant deferral / active EE | $3,848 | $6,400-39.9% | $6,207-38.0% | $6,531-41.1% |
| Admin fee / account holder | $1,586 | $9,174-82.7% | $8,737-81.8% | $14,480-89.0% |