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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 | $104,098-47.6% | $140,514-61.2% | $94,015-42.0% |
| Participation rate | 50.0% | 73.7%-23.7pp | 77.8%-27.8pp | 70.8%-20.8pp |
| Annual return | 25.98% | 15.14%+10.8pp | 14.36%+11.6pp | 17.84%+8.1pp |
| Employer contribution / active EE | $1,615 | $2,388-32.4% | $3,378-52.2% | $2,790-42.1% |
| Participant deferral / active EE | $3,760 | $4,033-6.8% | $4,919-23.6% | $4,249-11.5% |
| Admin fee / account holder | $4,646 | $10,439-55.5% | $13,697-66.1% | $8,951-48.1% |