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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 | $54,518 | $97,550-44.1% | $120,344-54.7% | $87,485-37.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.7%-26.7pp | 68.9%-18.9pp |
| Annual return | 25.98% | 18.41%+7.6pp | 20.30%+5.7pp | 26.06%-0.1pp |
| Employer contribution / active EE | $1,615 | $2,291-29.5% | $3,020-46.5% | $2,596-37.8% |
| Participant deferral / active EE | $3,760 | $4,230-11.1% | $5,135-26.8% | $4,274-12.0% |
| Admin fee / account holder | $4,646 | $9,543-51.3% | $12,742-63.5% | $7,775-40.2% |