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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 | $58,756 | $110,337-46.7% | $102,383-42.6% | $145,877-59.7% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 12.28% | 24.83%-12.6pp | 24.94%-12.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,943 | $4,216-53.9% | $3,870-49.8% | $4,663-58.3% |
| Participant deferral / active EE | $4,970 | $5,621-11.6% | $5,060-1.8% | $6,691-25.7% |
| Admin fee / account holder | $4,364 | $9,750-55.2% | $8,391-48.0% | $13,402-67.4% |