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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 | $51,884 | $106,524-51.3% | $152,301-65.9% | $87,485-40.7% |
| Participation rate | 51.7% | 75.8%-24.0pp | 82.4%-30.7pp | 68.9%-17.2pp |
| Annual return | 33.83% | 26.89%+6.9pp | 80.50%-46.7pp | 26.06%+7.8pp |
| Employer contribution / active EE | $2,129 | $3,371-36.9% | $4,624-54.0% | $2,596-18.0% |
| Participant deferral / active EE | $6,053 | $6,525-7.2% | $8,004-24.4% | $4,274+41.6% |
| Admin fee / account holder | $20,297 | $8,287+144.9% | $14,398+41.0% | $7,775+161.1% |