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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 | $54,740 | $77,569-29.4% | $115,599-52.6% | $64,097-14.6% |
| Participation rate | 36.1% | 60.7%-24.6pp | 74.3%-38.2pp | 55.2%-19.1pp |
| Annual return | 19.86% | 18.52%+1.3pp | 111.10%-91.2pp | 34.64%-14.8pp |
| Employer contribution / active EE | $1,075 | $1,915-43.9% | $2,955-63.6% | $1,891-43.2% |
| Participant deferral / active EE | $2,259 | $3,327-32.1% | $4,889-53.8% | $3,080-26.7% |
| Admin fee / account holder | $3,415 | $4,470-23.6% | $12,841-73.4% | $3,454-1.1% |