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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 | $51,554 | $76,371-32.5% | $93,621-44.9% | $72,976-29.4% |
| Participation rate | 54.9% | 71.8%-16.8pp | 75.8%-20.9pp | 69.5%-14.6pp |
| Annual return | 23.57% | 25.82%-2.2pp | 32.76%-9.2pp | 81.02%-57.4pp |
| Employer contribution / active EE | $1,754 | $2,276-22.9% | $2,719-35.5% | $2,440-28.1% |
| Participant deferral / active EE | $3,807 | $3,538+7.6% | $4,070-6.4% | $3,608+5.5% |
| Admin fee / account holder | $9,472 | $6,839+38.5% | $7,890+20.1% | $5,124+84.9% |