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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 | $54,854 | $83,485-34.3% | $125,192-56.2% | $72,975-24.8% |
| Participation rate | 48.5% | 73.3%-24.8pp | 79.8%-31.3pp | 69.5%-21.0pp |
| Annual return | 21.46% | 25.77%-4.3pp | 43.79%-22.3pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,225 | $2,346-47.8% | $3,866-68.3% | $2,440-49.8% |
| Participant deferral / active EE | $2,889 | $3,586-19.4% | $4,937-41.5% | $3,608-19.9% |
| Admin fee / account holder | $4,141 | $5,518-24.9% | $9,704-57.3% | $5,124-19.2% |