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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 | $55,024 | $79,961-31.2% | $98,462-44.1% | $75,177-26.8% |
| Participation rate | 54.5% | 70.4%-15.8pp | 75.2%-20.6pp | 67.2%-12.7pp |
| Annual return | 16.74% | 19.75%-3.0pp | 21.17%-4.4pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,319 | $2,264-41.7% | $3,049-56.7% | $2,671-50.6% |
| Participant deferral / active EE | $2,698 | $3,753-28.1% | $4,738-43.1% | $4,126-34.6% |
| Admin fee / account holder | $1,250 | $6,842-81.7% | $8,875-85.9% | $5,651-77.9% |