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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 | $69,573 | $106,524-34.7% | $152,301-54.3% | $87,485-20.5% |
| Participation rate | 51.6% | 75.8%-24.1pp | 82.4%-30.8pp | 68.9%-17.3pp |
| Annual return | 17.31% | 26.89%-9.6pp | 80.50%-63.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $1,951 | $3,371-42.1% | $4,624-57.8% | $2,596-24.8% |
| Participant deferral / active EE | $6,144 | $6,525-5.8% | $8,004-23.2% | $4,274+43.8% |
| Admin fee / account holder | $2,307 | $8,287-72.2% | $14,398-84.0% | $7,775-70.3% |