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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 | $53,434 | $108,825-50.9% | $156,181-65.8% | $82,448-35.2% |
| Participation rate | 51.1% | 72.4%-21.3pp | 78.8%-27.7pp | 68.1%-17.0pp |
| Annual return | 14.53% | 20.59%-6.1pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,665 | $2,870-42.0% | $4,294-61.2% | $2,551-34.7% |
| Participant deferral / active EE | $3,439 | $4,577-24.9% | $6,132-43.9% | $4,139-16.9% |
| Admin fee / account holder | $6,305 | $9,341-32.5% | $14,586-56.8% | $7,234-12.8% |