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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 | $54,936 | $77,574-29.2% | $108,753-49.5% | $86,983-36.8% |
| Participation rate | 55.1% | 62.3%-7.2pp | 71.1%-16.0pp | 69.5%-14.5pp |
| Annual return | 48.19% | 18.42%+29.8pp | 37.47%+10.7pp | 25.83%+22.4pp |
| Employer contribution / active EE | $930 | $1,611-42.3% | $2,427-61.7% | $2,584-64.0% |
| Participant deferral / active EE | $3,704 | $3,128+18.4% | $4,115-10.0% | $4,194-11.7% |
| Admin fee / account holder | $8,942 | $6,529+37.0% | $10,320-13.3% | $7,856+13.8% |