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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 | $53,462 | $60,795-12.1% | $69,461-23.0% | $65,185-18.0% |
| Participation rate | 53.9% | 74.9%-20.9pp | 74.6%-20.7pp | 70.2%-16.3pp |
| Annual return | 22.33% | 17.46%+4.9pp | 28.97%-6.6pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,385 | $2,452-43.5% | $2,779-50.2% | $2,177-36.4% |
| Participant deferral / active EE | $2,648 | $3,162-16.3% | $3,536-25.1% | $3,514-24.6% |
| Admin fee / account holder | $10,114 | $314+3124.3% | $3,840+163.4% | $847+1093.9% |