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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 | $52,504 | $104,098-49.6% | $140,514-62.6% | $94,015-44.2% |
| Participation rate | 58.2% | 73.7%-15.5pp | 77.8%-19.6pp | 70.8%-12.7pp |
| Annual return | 23.44% | 15.14%+8.3pp | 14.36%+9.1pp | 17.84%+5.6pp |
| Employer contribution / active EE | $1,469 | $2,388-38.5% | $3,378-56.5% | $2,790-47.3% |
| Participant deferral / active EE | $2,939 | $4,033-27.1% | $4,919-40.3% | $4,249-30.8% |
| Admin fee / account holder | $3,515 | $10,439-66.3% | $13,697-74.3% | $8,951-60.7% |