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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 | $55,829 | $100,784-44.6% | $191,597-70.9% | $82,637-32.4% |
| Participation rate | 42.3% | 70.5%-28.2pp | 76.9%-34.7pp | 68.1%-25.8pp |
| Annual return | 16.48% | 18.13%-1.6pp | 27.07%-10.6pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,662 | $3,102-46.4% | $5,025-66.9% | $2,552-34.9% |
| Participant deferral / active EE | $4,150 | $4,937-15.9% | $6,850-39.4% | $4,126+0.6% |
| Admin fee / account holder | $4,974 | $10,062-50.6% | $22,799-78.2% | $7,339-32.2% |