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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 | $58,854 | $88,672-33.6% | $105,223-44.1% | $82,448-28.6% |
| Participation rate | 47.7% | 67.9%-20.2pp | 75.0%-27.3pp | 68.1%-20.3pp |
| Annual return | 36.11% | 30.86%+5.3pp | 180.65%-144.5pp | 41.64%-5.5pp |
| Employer contribution / active EE | $1,868 | $3,048-38.7% | $3,689-49.4% | $2,551-26.8% |
| Participant deferral / active EE | $5,796 | $4,036+43.6% | $5,072+14.3% | $4,139+40.0% |
| Admin fee / account holder | $818 | $7,146-88.6% | $8,859-90.8% | $7,234-88.7% |