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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 | $53,951 | $77,962-30.8% | $178,540-69.8% | $80,935-33.3% |
| Participation rate | 51.9% | 65.7%-13.8pp | 77.1%-25.3pp | 67.7%-15.8pp |
| Annual return | 10.95% | 18.10%-7.1pp | 27.15%-16.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,662 | $2,280-27.1% | $3,953-57.9% | $2,757-39.7% |
| Participant deferral / active EE | $3,907 | $4,404-11.3% | $6,281-37.8% | $4,299-9.1% |
| Admin fee / account holder | $4,451 | $7,156-37.8% | $10,424-57.3% | $6,924-35.7% |