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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 | $48,840 | $93,055-47.5% | $153,643-68.2% | $80,935-39.7% |
| Participation rate | 53.6% | 69.0%-15.4pp | 77.1%-23.5pp | 67.7%-14.1pp |
| Annual return | 15.50% | 19.97%-4.5pp | 15.71%-0.2pp | 35.66%-20.2pp |
| Employer contribution / active EE | $2,716 | $3,504-22.5% | $5,039-46.1% | $2,757-1.5% |
| Participant deferral / active EE | $8,895 | $5,172+72.0% | $6,754+31.7% | $4,299+106.9% |
| Admin fee / account holder | $2,494 | $8,881-71.9% | $12,739-80.4% | $6,924-64.0% |