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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 | $71,319 | $87,180-18.2% | $173,703-58.9% | $94,015-24.1% |
| Participation rate | 58.9% | 65.6%-6.7pp | 75.9%-17.0pp | 70.8%-11.9pp |
| Annual return | 11.74% | 14.17%-2.4pp | 17.46%-5.7pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,409 | $2,494-43.5% | $4,288-67.1% | $2,790-49.5% |
| Participant deferral / active EE | $4,989 | $3,343+49.2% | $4,854+2.8% | $4,249+17.4% |
| Admin fee / account holder | $34,962 | $7,506+365.8% | $15,562+124.7% | $8,951+290.6% |