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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 | $57,824 | $116,167-50.2% | $64,489-10.3% | $137,256-57.9% |
| Participation rate | 46.7% | 68.2%-21.5pp | 67.7%-21.0pp | 80.0%-33.3pp |
| Annual return | 14.00% | 36.55%-22.5pp | 55.03%-41.0pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,793 | $2,483-27.8% | $1,523+17.7% | $4,156-56.9% |
| Participant deferral / active EE | $4,267 | $4,215+1.2% | $2,778+53.6% | $6,407-33.4% |
| Admin fee / account holder | $317 | $6,188-94.9% | $4,260-92.6% | $12,270-97.4% |