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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 | $54,648 | $93,055-41.3% | $153,741-64.5% | $80,959-32.5% |
| Participation rate | 21.4% | 69.0%-47.6pp | 77.1%-55.7pp | 67.7%-46.2pp |
| Annual return | 16.42% | 19.97%-3.5pp | 15.71%+0.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,045 | $3,504-70.2% | $5,042-79.3% | $2,757-62.1% |
| Participant deferral / active EE | $2,047 | $5,172-60.4% | $6,757-69.7% | $4,300-52.4% |
| Admin fee / account holder | $5,125 | $8,881-42.3% | $12,749-59.8% | $6,925-26.0% |