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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 | $90,003-38.2% | $100,398-44.6% | $77,692-28.4% |
| Participation rate | 43.6% | 81.3%-37.7pp | 81.5%-37.9pp | 70.6%-27.0pp |
| Annual return | 18.98% | 20.61%-1.6pp | 49.32%-30.3pp | 31.25%-12.3pp |
| Employer contribution / active EE | $2,533 | $3,043-16.8% | $3,946-35.8% | $2,726-7.1% |
| Participant deferral / active EE | $4,613 | $8,287-44.3% | $8,084-42.9% | $4,648-0.8% |
| Admin fee / account holder | $495 | $172+187.9% | $7,893-93.7% | $431+14.9% |