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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 | $110,137-51.5% | $161,149-66.8% | $82,637-35.3% |
| Participation rate | 51.1% | 72.4%-21.2pp | 78.8%-27.7pp | 68.1%-16.9pp |
| Annual return | 14.53% | 20.69%-6.2pp | 21.16%-6.6pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,665 | $2,856-41.7% | $4,360-61.8% | $2,552-34.8% |
| Participant deferral / active EE | $3,439 | $4,575-24.8% | $6,153-44.1% | $4,126-16.7% |
| Admin fee / account holder | $6,305 | $9,467-33.4% | $15,194-58.5% | $7,339-14.1% |