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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 | $52,087 | $106,749-51.2% | $145,433-64.2% | $82,448-36.8% |
| Participation rate | 59.5% | 75.6%-16.2pp | 82.1%-22.7pp | 68.1%-8.6pp |
| Annual return | 19.51% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,321 | $3,444-32.6% | $4,554-49.0% | $2,551-9.0% |
| Participant deferral / active EE | $4,500 | $6,519-31.0% | $7,897-43.0% | $4,139+8.7% |
| Admin fee / account holder | $8,083 | $8,390-3.7% | $13,129-38.4% | $7,234+11.7% |