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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 | $61,698 | $97,550-36.8% | $120,344-48.7% | $87,485-29.5% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.7%-26.7pp | 68.9%-18.9pp |
| Annual return | 18.52% | 18.41%+0.1pp | 20.30%-1.8pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,541 | $2,291-32.7% | $3,020-49.0% | $2,596-40.6% |
| Participant deferral / active EE | $3,981 | $4,230-5.9% | $5,135-22.5% | $4,274-6.8% |
| Admin fee / account holder | $8,531 | $9,543-10.6% | $12,742-33.0% | $7,775+9.7% |