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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 | $53,549 | $99,345-46.1% | $84,753-36.8% | $273,972-80.5% |
| Participation rate | 64.7% | 80.7%-16.0pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 8.21% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.2pp |
| Employer contribution / active EE | $5,882 | $4,214+39.6% | $3,574+64.6% | $4,869+20.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,311 | $6,645-50.2% | $5,333-37.9% | $10,133-67.3% |