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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 | $55,415 | $95,404-41.9% | $113,397-51.1% | $82,637-32.9% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.5%-22.9pp | 68.1%-14.4pp |
| Annual return | 19.65% | 19.08%+0.6pp | 23.20%-3.6pp | 53.51%-33.9pp |
| Employer contribution / active EE | $1,404 | $2,307-39.1% | $2,977-52.8% | $2,552-45.0% |
| Participant deferral / active EE | $2,993 | $4,220-29.1% | $5,076-41.0% | $4,126-27.5% |
| Admin fee / account holder | $3,472 | $9,168-62.1% | $11,957-71.0% | $7,339-52.7% |