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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 | $59,342 | $78,690-24.6% | $161,489-63.3% | $87,485-32.2% |
| Participation rate | 56.8% | 67.5%-10.7pp | 78.7%-21.9pp | 68.9%-12.2pp |
| Annual return | 17.12% | 32.74%-15.6pp | 89.72%-72.6pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,226 | $2,588-14.0% | $4,268-47.9% | $2,596-14.3% |
| Participant deferral / active EE | $4,872 | $3,311+47.2% | $5,630-13.5% | $4,274+14.0% |
| Admin fee / account holder | $2,154 | $6,724-68.0% | $16,006-86.5% | $7,775-72.3% |