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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 | $53,856 | $115,225-53.3% | $100,712-46.5% | $138,895-61.2% |
| Participation rate | 56.5% | 74.3%-17.8pp | 69.3%-12.8pp | 79.9%-23.4pp |
| Annual return | 27.65% | 40.35%-12.7pp | 33.27%-5.6pp | 145.39%-117.7pp |
| Employer contribution / active EE | $1,696 | $2,771-38.8% | $2,313-26.7% | $4,194-59.6% |
| Participant deferral / active EE | $4,940 | $4,699+5.1% | $4,085+20.9% | $6,396-22.8% |
| Admin fee / account holder | $713 | $10,844-93.4% | $9,256-92.3% | $12,562-94.3% |