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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 | $57,840 | $94,699-38.9% | $185,441-68.8% | $65,306-11.4% |
| Participation rate | 54.2% | 64.2%-10.0pp | 80.3%-26.1pp | 57.7%-3.5pp |
| Annual return | 15.98% | 16.71%-0.7pp | 20.16%-4.2pp | 21.94%-6.0pp |
| Employer contribution / active EE | $716 | $2,381-69.9% | $4,672-84.7% | $1,967-63.6% |
| Participant deferral / active EE | $4,653 | $3,568+30.4% | $6,152-24.4% | $2,959+57.2% |
| Admin fee / account holder | $1,656 | $4,797-65.5% | $17,890-90.7% | $3,480-52.4% |