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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 | $58,373 | $85,515-31.7% | $112,040-47.9% | $67,986-14.1% |
| Participation rate | 47.6% | 68.2%-20.6pp | 76.5%-28.9pp | 57.2%-9.6pp |
| Annual return | 13.85% | 29.68%-15.8pp | 24.52%-10.7pp | 31.67%-17.8pp |
| Employer contribution / active EE | $863 | $2,191-60.6% | $2,954-70.8% | $2,019-57.3% |
| Participant deferral / active EE | $1,901 | $4,014-52.6% | $5,098-62.7% | $3,358-43.4% |
| Admin fee / account holder | $5,726 | $3,774+51.7% | $12,098-52.7% | $3,203+78.7% |