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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 | $57,898 | $81,276-28.8% | $155,574-62.8% | $80,925-28.5% |
| Participation rate | 39.3% | 66.2%-27.0pp | 78.2%-38.9pp | 67.7%-28.4pp |
| Annual return | 12.63% | 33.36%-20.7pp | 64.87%-52.2pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,895 | $3,103-38.9% | $4,676-59.5% | $2,756-31.2% |
| Participant deferral / active EE | $6,036 | $3,453+74.8% | $5,629+7.2% | $4,299+40.4% |
| Admin fee / account holder | $3,556 | $7,993-55.5% | $15,914-77.7% | $6,940-48.8% |