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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 | $53,862 | $67,602-20.3% | $82,312-34.6% | $70,126-23.2% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.9%-12.9pp | 69.5%-5.5pp |
| Annual return | 24.92% | 21.57%+3.4pp | 25.88%-1.0pp | 73.15%-48.2pp |
| Employer contribution / active EE | $500 | $1,755-71.5% | $2,428-79.4% | $2,343-78.6% |
| Participant deferral / active EE | $4,829 | $2,987+61.7% | $3,706+30.3% | $3,332+44.9% |
| Admin fee / account holder | $11,875 | $4,512+163.2% | $5,608+111.8% | $4,645+155.6% |