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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 | $56,140 | $70,667-20.6% | $123,105-54.4% | $52,331+7.3% |
| Participation rate | 52.3% | 83.7%-31.4pp | 86.8%-34.5pp | 68.1%-15.8pp |
| Annual return | 6.27% | 6.23%0pp | 13.22%-6.9pp | 4.54%+1.7pp |
| Employer contribution / active EE | $1,337 | $2,946-54.6% | $5,151-74.0% | $1,882-28.9% |
| Participant deferral / active EE | $2,748 | $4,493-38.8% | $6,229-55.9% | $3,022-9.1% |
| Admin fee / account holder | $4,246 | $506+738.3% | $9,014-52.9% | $592+617.7% |