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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 | $57,728 | $123,793-53.4% | $177,848-67.5% | $79,856-27.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 87.7%-27.7pp | 69.6%-9.6pp |
| Annual return | 11.69% | 22.82%-11.1pp | 48.33%-36.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,401 | $4,095-41.4% | $5,919-59.4% | $2,471-2.9% |
| Participant deferral / active EE | $4,360 | $5,956-26.8% | $7,714-43.5% | $3,741+16.6% |
| Admin fee / account holder | $15,602 | $7,243+115.4% | $12,431+25.5% | $5,306+194.0% |