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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 | $49,154 | $81,457-39.7% | $103,378-52.5% | $80,911-39.2% |
| Participation rate | 54.5% | 66.8%-12.3pp | 74.5%-20.0pp | 67.6%-13.1pp |
| Annual return | 20.55% | 25.58%-5.0pp | 24.91%-4.4pp | 35.63%-15.1pp |
| Employer contribution / active EE | $2,244 | $3,107-27.8% | $3,870-42.0% | $2,756-18.6% |
| Participant deferral / active EE | $6,522 | $3,871+68.5% | $5,058+29.0% | $4,297+51.8% |
| Admin fee / account holder | $8,000 | $6,717+19.1% | $8,401-4.8% | $6,935+15.4% |