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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 | $55,375 | $86,922-36.3% | $102,438-45.9% | $80,874-31.5% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.2pp | 67.6%-11.4pp |
| Annual return | 24.76% | 18.90%+5.9pp | 29.37%-4.6pp | 35.62%-10.9pp |
| Employer contribution / active EE | $1,802 | $2,369-23.9% | $3,024-40.4% | $2,756-34.6% |
| Participant deferral / active EE | $4,607 | $4,119+11.9% | $5,054-8.8% | $4,297+7.2% |
| Admin fee / account holder | $10,190 | $8,050+26.6% | $9,448+7.9% | $6,935+46.9% |