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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 | $55,776 | $108,825-48.7% | $156,181-64.3% | $82,448-32.3% |
| Participation rate | 43.8% | 72.4%-28.5pp | 78.8%-35.0pp | 68.1%-24.2pp |
| Annual return | 18.10% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,121 | $2,870-26.1% | $4,294-50.6% | $2,551-16.8% |
| Participant deferral / active EE | $3,583 | $4,577-21.7% | $6,132-41.6% | $4,139-13.4% |
| Admin fee / account holder | $2,177 | $9,341-76.7% | $14,586-85.1% | $7,234-69.9% |