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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 | $65,422 | $102,245-36.0% | $89,340-26.8% | $137,256-52.3% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 21.21% | 21.89%-0.7pp | 20.57%+0.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,517 | $2,529-40.0% | $2,231-32.0% | $4,156-63.5% |
| Participant deferral / active EE | $4,946 | $4,436+11.5% | $3,823+29.4% | $6,407-22.8% |
| Admin fee / account holder | $1,244 | $8,085-84.6% | $6,704-81.4% | $12,270-89.9% |