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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 | $53,656 | $146,267-63.3% | $197,124-72.8% | $82,448-34.9% |
| Participation rate | 55.9% | 84.0%-28.1pp | 86.7%-30.8pp | 68.1%-12.2pp |
| Annual return | 18.52% | 29.61%-11.1pp | 44.34%-25.8pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,432 | $4,723-48.5% | $6,227-60.9% | $2,551-4.7% |
| Participant deferral / active EE | $4,796 | $7,035-31.8% | $9,135-47.5% | $4,139+15.9% |
| Admin fee / account holder | $5,270 | $14,422-63.5% | $16,298-67.7% | $7,234-27.1% |