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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 | $81,334-28.2% | $113,397-48.5% | $64,097-8.9% |
| Participation rate | 47.6% | 65.6%-18.1pp | 76.5%-28.9pp | 55.2%-7.6pp |
| Annual return | 13.85% | 32.50%-18.7pp | 23.20%-9.4pp | 34.64%-20.8pp |
| Employer contribution / active EE | $863 | $2,077-58.5% | $2,977-71.0% | $1,891-54.4% |
| Participant deferral / active EE | $1,901 | $3,795-49.9% | $5,076-62.6% | $3,080-38.3% |
| Admin fee / account holder | $5,726 | $4,208+36.1% | $11,957-52.1% | $3,454+65.7% |