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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 | $64,847 | $123,155-47.3% | $108,753-40.4% | $155,188-58.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 11.52% | 44.73%-33.2pp | 37.47%-26.0pp | 148.84%-137.3pp |
| Employer contribution / active EE | $1,005 | $2,811-64.3% | $2,427-58.6% | $4,248-76.3% |
| Participant deferral / active EE | $4,406 | $4,623-4.7% | $4,115+7.1% | $6,531-32.5% |
| Admin fee / account holder | $4,388 | $12,126-63.8% | $10,320-57.5% | $14,480-69.7% |