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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 | $50,161 | $106,524-52.9% | $152,301-67.1% | $87,485-42.7% |
| Participation rate | 65.2% | 75.8%-10.5pp | 82.4%-17.2pp | 68.9%-3.7pp |
| Annual return | 15.41% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,420 | $3,371-28.2% | $4,624-47.7% | $2,596-6.8% |
| Participant deferral / active EE | $6,171 | $6,525-5.4% | $8,004-22.9% | $4,274+44.4% |
| Admin fee / account holder | $3,082 | $8,287-62.8% | $14,398-78.6% | $7,775-60.4% |