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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 | $95,404-45.0% | $113,397-53.7% | $82,637-36.5% |
| Participation rate | 58.2% | 72.8%-14.7pp | 76.5%-18.3pp | 68.1%-9.9pp |
| Annual return | 23.44% | 19.08%+4.4pp | 23.20%+0.2pp | 53.51%-30.1pp |
| Employer contribution / active EE | $1,469 | $2,307-36.3% | $2,977-50.6% | $2,552-42.4% |
| Participant deferral / active EE | $2,939 | $4,220-30.4% | $5,076-42.1% | $4,126-28.8% |
| Admin fee / account holder | $3,515 | $9,168-61.7% | $11,957-70.6% | $7,339-52.1% |