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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 | $62,240 | $101,798-38.9% | $165,071-62.3% | $80,935-23.1% |
| Participation rate | 56.7% | 71.8%-15.2pp | 78.6%-22.0pp | 67.7%-11.0pp |
| Annual return | 23.54% | 16.73%+6.8pp | 70.17%-46.6pp | 35.66%-12.1pp |
| Employer contribution / active EE | $1,811 | $2,954-38.7% | $4,347-58.3% | $2,757-34.3% |
| Participant deferral / active EE | $5,283 | $4,476+18.0% | $6,035-12.5% | $4,299+22.9% |
| Admin fee / account holder | $1,068 | $8,221-87.0% | $12,695-91.6% | $6,924-84.6% |