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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 | $55,618 | $90,064-38.2% | $100,415-44.6% | $77,762-28.5% |
| Participation rate | 43.6% | 81.3%-37.7pp | 81.5%-37.9pp | 70.6%-27.0pp |
| Annual return | 18.98% | 20.61%-1.6pp | 49.47%-30.5pp | 31.27%-12.3pp |
| Employer contribution / active EE | $2,533 | $3,043-16.8% | $3,943-35.7% | $2,728-7.1% |
| Participant deferral / active EE | $4,613 | $8,282-44.3% | $8,091-43.0% | $4,651-0.8% |
| Admin fee / account holder | $495 | $172+187.5% | $7,906-93.7% | $433+14.2% |