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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 | $50,566 | $99,345-49.1% | $84,753-40.3% | $273,972-81.5% |
| Participation rate | 57.9% | 80.7%-22.8pp | 76.6%-18.7pp | 83.0%-25.1pp |
| Annual return | 9.17% | 22.93%-13.8pp | 22.78%-13.6pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,480 | $4,214-64.9% | $3,574-58.6% | $4,869-69.6% |
| Participant deferral / active EE | $2,809 | $4,270-34.2% | $3,712-24.3% | $5,287-46.9% |
| Admin fee / account holder | $6,957 | $6,645+4.7% | $5,333+30.4% | $10,133-31.3% |