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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 | $53,650 | $95,453-43.8% | $112,040-52.1% | $82,448-34.9% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.5%-36.5pp | 68.1%-28.1pp |
| Annual return | 18.71% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,401 | $2,318-39.6% | $2,954-52.6% | $2,551-45.1% |
| Participant deferral / active EE | $3,440 | $4,224-18.6% | $5,098-32.5% | $4,139-16.9% |
| Admin fee / account holder | $5,054 | $9,013-43.9% | $12,098-58.2% | $7,234-30.1% |