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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 | $55,901 | $110,137-49.2% | $161,149-65.3% | $82,637-32.4% |
| Participation rate | 60.7% | 72.4%-11.6pp | 78.8%-18.1pp | 68.1%-7.3pp |
| Annual return | 18.38% | 20.69%-2.3pp | 21.16%-2.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,703 | $2,856-40.4% | $4,360-60.9% | $2,552-33.3% |
| Participant deferral / active EE | $4,288 | $4,575-6.3% | $6,153-30.3% | $4,126+3.9% |
| Admin fee / account holder | $455 | $9,467-95.2% | $15,194-97.0% | $7,339-93.8% |