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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 | $59,025 | $124,425-52.6% | $112,040-47.3% | $137,256-57.0% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 13.82% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,683 | $3,411-50.7% | $2,954-43.0% | $4,156-59.5% |
| Participant deferral / active EE | $3,216 | $5,718-43.8% | $5,098-36.9% | $6,407-49.8% |
| Admin fee / account holder | $11,657 | $15,207-23.3% | $12,098-3.6% | $12,270-5.0% |