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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 | $53,039 | $81,487-34.9% | $102,412-48.2% | $80,935-34.5% |
| Participation rate | 53.3% | 66.8%-13.5pp | 74.5%-21.2pp | 67.7%-14.3pp |
| Annual return | 11.18% | 25.60%-14.4pp | 24.94%-13.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,741 | $3,103-43.9% | $3,870-55.0% | $2,757-36.9% |
| Participant deferral / active EE | $5,478 | $3,871+41.5% | $5,060+8.3% | $4,299+27.4% |
| Admin fee / account holder | $3,229 | $6,717-51.9% | $8,388-61.5% | $6,924-53.4% |