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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 | $61,376 | $123,793-50.4% | $177,827-65.5% | $79,858-23.1% |
| Participation rate | 52.2% | 84.7%-32.4pp | 87.7%-35.5pp | 69.6%-17.4pp |
| Annual return | 15.80% | 22.82%-7.0pp | 48.32%-32.5pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,804 | $4,095-56.0% | $5,918-69.5% | $2,471-27.0% |
| Participant deferral / active EE | $5,278 | $5,956-11.4% | $7,713-31.6% | $3,740+41.1% |
| Admin fee / account holder | $3,462 | $7,243-52.2% | $12,429-72.1% | $5,306-34.8% |