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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 | $53,964 | $109,782-50.8% | $260,467-79.3% | $94,015-42.6% |
| Participation rate | 56.8% | 67.2%-10.4pp | 80.5%-23.7pp | 70.8%-14.1pp |
| Annual return | 21.84% | 18.60%+3.2pp | 100.60%-78.8pp | 17.84%+4.0pp |
| Employer contribution / active EE | $2,527 | $2,147+17.7% | $4,239-40.4% | $2,790-9.4% |
| Participant deferral / active EE | $4,582 | $4,044+13.3% | $6,319-27.5% | $4,249+7.8% |
| Admin fee / account holder | $2,186 | $11,958-81.7% | $15,461-85.9% | $8,951-75.6% |