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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 | $112,729-52.2% | $98,716-45.4% | $137,256-60.8% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.3%-12.8pp | 80.0%-23.4pp |
| Annual return | 27.65% | 38.48%-10.8pp | 31.81%-4.2pp | 220.34%-192.7pp |
| Employer contribution / active EE | $1,696 | $2,725-37.8% | $2,279-25.6% | $4,156-59.2% |
| Participant deferral / active EE | $4,940 | $4,640+6.5% | $4,048+22.0% | $6,407-22.9% |
| Admin fee / account holder | $713 | $10,129-93.0% | $8,703-91.8% | $12,270-94.2% |