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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 | $54,207 | $83,045-34.7% | $130,045-58.3% | $71,511-24.2% |
| Participation rate | 44.1% | 74.1%-30.0pp | 78.5%-34.4pp | 67.9%-23.8pp |
| Annual return | 15.12% | 20.61%-5.5pp | -137.30%+152.4pp | 28.86%-13.7pp |
| Employer contribution / active EE | $1,714 | $2,623-34.7% | $4,321-60.3% | $2,589-33.8% |
| Participant deferral / active EE | $2,680 | $4,436-39.6% | $5,820-54.0% | $4,291-37.5% |
| Admin fee / account holder | $2,486 | $1,727+43.9% | $10,600-76.6% | $1,588+56.5% |