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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 | $74,985 | $87,166-14.0% | $76,735-2.3% | $137,256-45.4% |
| Participation rate | 54.5% | 74.4%-19.8pp | 69.5%-15.0pp | 80.0%-25.4pp |
| Annual return | 15.39% | 26.50%-11.1pp | 29.77%-14.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,551 | $2,904-46.6% | $2,454-36.8% | $4,156-62.7% |
| Participant deferral / active EE | $5,112 | $4,726+8.2% | $4,088+25.1% | $6,407-20.2% |
| Admin fee / account holder | $735 | $8,403-91.3% | $7,189-89.8% | $12,270-94.0% |