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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 | $51,484 | $93,598-45.0% | $135,974-62.1% | $75,173-31.5% |
| Participation rate | 54.8% | 75.2%-20.4pp | 81.9%-27.1pp | 67.2%-12.4pp |
| Annual return | 21.93% | 30.89%-9.0pp | 68.30%-46.4pp | 160.72%-138.8pp |
| Employer contribution / active EE | $2,371 | $3,538-33.0% | $4,859-51.2% | $2,671-11.2% |
| Participant deferral / active EE | $4,697 | $6,405-26.7% | $7,760-39.5% | $4,126+13.8% |
| Admin fee / account holder | $324 | $6,978-95.4% | $10,767-97.0% | $5,651-94.3% |