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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 | $54,889 | $103,164-46.8% | $90,259-39.2% | $154,746-64.5% |
| Participation rate | 40.0% | 76.1%-36.1pp | 70.7%-30.7pp | 80.7%-40.7pp |
| Annual return | 20.36% | 19.25%+1.1pp | 18.88%+1.5pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,763 | $2,532-30.4% | $2,291-23.1% | $4,379-59.8% |
| Participant deferral / active EE | $6,201 | $4,422+40.2% | $3,827+62.1% | $6,730-7.9% |
| Admin fee / account holder | $347 | $8,593-96.0% | $7,267-95.2% | $14,365-97.6% |