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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 | $53,944 | $87,733-38.5% | $106,554-49.4% | $85,851-37.2% |
| Participation rate | 55.2% | 71.9%-16.7pp | 76.1%-20.9pp | 69.3%-14.1pp |
| Annual return | 14.21% | 21.86%-7.6pp | 26.80%-12.6pp | 318.63%-304.4pp |
| Employer contribution / active EE | $1,133 | $2,073-45.4% | $2,819-59.8% | $2,565-55.9% |
| Participant deferral / active EE | $2,680 | $3,469-22.7% | $4,398-39.1% | $3,952-32.2% |
| Admin fee / account holder | $5,857 | $6,767-13.5% | $7,408-20.9% | $6,261-6.5% |