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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 | $45,855 | $123,793-63.0% | $177,848-74.2% | $79,856-42.6% |
| Participation rate | 68.0% | 84.7%-16.7pp | 87.7%-19.7pp | 69.6%-1.6pp |
| Annual return | 13.32% | 22.82%-9.5pp | 48.33%-35.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,875 | $4,095-54.2% | $5,919-68.3% | $2,471-24.1% |
| Participant deferral / active EE | $4,496 | $5,956-24.5% | $7,714-41.7% | $3,741+20.2% |
| Admin fee / account holder | $1,135 | $7,243-84.3% | $12,431-90.9% | $5,306-78.6% |