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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 | $56,516 | $93,598-39.6% | $135,974-58.4% | $75,173-24.8% |
| Participation rate | 55.7% | 75.2%-19.5pp | 81.9%-26.2pp | 67.2%-11.5pp |
| Annual return | 16.88% | 30.89%-14.0pp | 68.30%-51.4pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,803 | $3,538-49.0% | $4,859-62.9% | $2,671-32.5% |
| Participant deferral / active EE | $5,758 | $6,405-10.1% | $7,760-25.8% | $4,126+39.6% |
| Admin fee / account holder | $2,756 | $6,978-60.5% | $10,767-74.4% | $5,651-51.2% |