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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 | $55,045 | $66,275-16.9% | $163,379-66.3% | $64,097-14.1% |
| Participation rate | 24.8% | 54.1%-29.3pp | 76.8%-52.0pp | 55.2%-30.4pp |
| Annual return | 14.99% | 32.72%-17.7pp | 63.41%-48.4pp | 34.64%-19.6pp |
| Employer contribution / active EE | $963 | $1,521-36.6% | $3,752-74.3% | $1,891-49.1% |
| Participant deferral / active EE | $2,158 | $3,126-30.9% | $6,282-65.6% | $3,080-29.9% |
| Admin fee / account holder | $5,368 | $4,569+17.5% | $9,818-45.3% | $3,454+55.4% |