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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 | $59,123 | $39,132+51.1% | $57,196+3.4% | $62,881-6.0% |
| Participation rate | 50.0% | 70.5%-20.5pp | 75.3%-25.3pp | 69.3%-19.3pp |
| Annual return | 1.21% | 9.24%-8.0pp | 14.59%-13.4pp | 20.14%-18.9pp |
| Employer contribution / active EE | $3,751 | $1,874+100.2% | $2,683+39.8% | $2,281+64.5% |
| Participant deferral / active EE | $5,065 | $2,374+113.3% | $3,096+63.6% | $3,203+58.1% |
| Admin fee / account holder | $7,720 | $2,594+197.6% | $3,141+145.8% | $4,296+79.7% |