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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 | $57,272 | $106,524-46.2% | $152,301-62.4% | $87,485-34.5% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.4%-28.6pp | 68.9%-15.1pp |
| Annual return | 15.55% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,502 | $3,371-55.4% | $4,624-67.5% | $2,596-42.1% |
| Participant deferral / active EE | $4,004 | $6,525-38.6% | $8,004-50.0% | $4,274-6.3% |
| Admin fee / account holder | $1,147 | $8,287-86.2% | $14,398-92.0% | $7,775-85.3% |