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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 | $95,453-42.9% | $112,040-51.3% | $82,448-33.9% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 25.98% | 23.92%+2.1pp | 24.52%+1.5pp | 41.64%-15.7pp |
| Employer contribution / active EE | $1,615 | $2,318-30.3% | $2,954-45.3% | $2,551-36.7% |
| Participant deferral / active EE | $3,760 | $4,224-11.0% | $5,098-26.2% | $4,139-9.2% |
| Admin fee / account holder | $4,646 | $9,013-48.5% | $12,098-61.6% | $7,234-35.8% |