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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 | $58,892 | $106,524-44.7% | $152,301-61.3% | $87,485-32.7% |
| Participation rate | 44.7% | 75.8%-31.0pp | 82.4%-37.7pp | 68.9%-24.2pp |
| Annual return | 21.17% | 26.89%-5.7pp | 80.50%-59.3pp | 26.06%-4.9pp |
| Employer contribution / active EE | $2,041 | $3,371-39.5% | $4,624-55.9% | $2,596-21.4% |
| Participant deferral / active EE | $4,824 | $6,525-26.1% | $8,004-39.7% | $4,274+12.9% |
| Admin fee / account holder | $2,536 | $8,287-69.4% | $14,398-82.4% | $7,775-67.4% |