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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 | $55,321 | $97,698-43.4% | $126,068-56.1% | $69,733-20.7% |
| Participation rate | 44.9% | 77.5%-32.7pp | 84.7%-39.8pp | 62.5%-17.6pp |
| Annual return | 19.71% | 22.88%-3.2pp | 15.01%+4.7pp | 15.22%+4.5pp |
| Employer contribution / active EE | $1,553 | $2,577-39.8% | $3,968-60.9% | $2,250-31.0% |
| Participant deferral / active EE | $6,386 | $6,095+4.8% | $8,214-22.3% | $3,054+109.1% |
| Admin fee / account holder | $13,986 | $2,980+369.3% | $18,264-23.4% | $3,102+350.9% |