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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 | $59,678 | $115,931-48.5% | $185,441-67.8% | $86,983-31.4% |
| Participation rate | 51.1% | 73.6%-22.5pp | 80.3%-29.2pp | 69.5%-18.4pp |
| Annual return | 17.79% | 21.47%-3.7pp | 20.16%-2.4pp | 25.83%-8.0pp |
| Employer contribution / active EE | $2,278 | $2,937-22.4% | $4,672-51.2% | $2,584-11.8% |
| Participant deferral / active EE | $5,512 | $4,551+21.1% | $6,152-10.4% | $4,194+31.4% |
| Admin fee / account holder | $4,733 | $10,687-55.7% | $17,890-73.5% | $7,856-39.8% |