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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 | $55,541 | $81,276-31.7% | $155,574-64.3% | $80,925-31.4% |
| Participation rate | 48.9% | 66.2%-17.4pp | 78.2%-29.3pp | 67.7%-18.8pp |
| Annual return | 16.67% | 33.36%-16.7pp | 64.87%-48.2pp | 35.65%-19.0pp |
| Employer contribution / active EE | $2,099 | $3,103-32.3% | $4,676-55.1% | $2,756-23.8% |
| Participant deferral / active EE | $2,454 | $3,453-28.9% | $5,629-56.4% | $4,299-42.9% |
| Admin fee / account holder | $5,711 | $7,993-28.6% | $15,914-64.1% | $6,940-17.7% |