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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 | $55,201 | $106,524-48.2% | $152,301-63.8% | $87,485-36.9% |
| Participation rate | 63.5% | 75.8%-12.3pp | 82.4%-19.0pp | 68.9%-5.4pp |
| Annual return | 17.45% | 26.89%-9.4pp | 80.50%-63.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $812 | $3,371-75.9% | $4,624-82.5% | $2,596-68.7% |
| Participant deferral / active EE | $7,255 | $6,525+11.2% | $8,004-9.4% | $4,274+69.8% |
| Admin fee / account holder | $2,495 | $8,287-69.9% | $14,398-82.7% | $7,775-67.9% |