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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 | $54,707 | $89,652-39.0% | $141,197-61.3% | $65,186-16.1% |
| Participation rate | 38.1% | 74.7%-36.6pp | 82.5%-44.4pp | 70.2%-32.1pp |
| Annual return | 27.98% | 32.79%-4.8pp | 71.41%-43.4pp | 29.39%-1.4pp |
| Employer contribution / active EE | $2,223 | $3,065-27.5% | $4,736-53.1% | $2,177+2.1% |
| Participant deferral / active EE | $6,517 | $5,691+14.5% | $6,710-2.9% | $3,514+85.5% |
| Admin fee / account holder | $2,661 | $569+368.1% | $10,265-74.1% | $847+214.1% |