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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 | $61,993 | $136,860-54.7% | $120,344-48.5% | $154,746-59.9% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 21.88% | 21.38%+0.5pp | 20.30%+1.6pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,439 | $3,533-59.3% | $3,020-52.4% | $4,379-67.1% |
| Participant deferral / active EE | $5,293 | $5,793-8.6% | $5,135+3.1% | $6,730-21.4% |
| Admin fee / account holder | $558 | $15,393-96.4% | $12,742-95.6% | $14,365-96.1% |