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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 | $49,965 | $106,524-53.1% | $152,301-67.2% | $87,485-42.9% |
| Participation rate | 65.4% | 75.8%-10.3pp | 82.4%-17.0pp | 68.9%-3.5pp |
| Annual return | 17.98% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $2,138 | $3,371-36.6% | $4,624-53.8% | $2,596-17.6% |
| Participant deferral / active EE | $5,411 | $6,525-17.1% | $8,004-32.4% | $4,274+26.6% |
| Admin fee / account holder | $1,231 | $8,287-85.1% | $14,398-91.4% | $7,775-84.2% |