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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 | $60,278 | $142,972-57.8% | $214,702-71.9% | $86,983-30.7% |
| Participation rate | 48.0% | 84.9%-36.9pp | 87.5%-39.5pp | 69.5%-21.5pp |
| Annual return | 19.67% | 18.49%+1.2pp | 54.55%-34.9pp | 25.83%-6.2pp |
| Employer contribution / active EE | $2,701 | $4,635-41.7% | $6,461-58.2% | $2,584+4.5% |
| Participant deferral / active EE | $5,338 | $6,568-18.7% | $9,147-41.6% | $4,194+27.3% |
| Admin fee / account holder | $1,168 | $17,617-93.4% | $19,830-94.1% | $7,856-85.1% |