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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 | $95,904-39.7% | $173,730-66.7% | $64,340-10.1% |
| Participation rate | 54.2% | 60.6%-6.4pp | 79.6%-25.4pp | 55.2%-1.0pp |
| Annual return | 15.98% | 17.47%-1.5pp | 19.96%-4.0pp | 24.14%-8.2pp |
| Employer contribution / active EE | $716 | $2,323-69.2% | $4,577-84.4% | $1,862-61.5% |
| Participant deferral / active EE | $4,653 | $3,488+33.4% | $6,326-26.4% | $2,980+56.1% |
| Admin fee / account holder | $1,656 | $5,089-67.5% | $17,523-90.6% | $3,703-55.3% |