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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 | $52,557 | $86,940-39.5% | $102,434-48.7% | $80,935-35.1% |
| Participation rate | 56.5% | 72.4%-15.9pp | 76.5%-20.1pp | 67.7%-11.2pp |
| Annual return | 12.30% | 18.89%-6.6pp | 29.46%-17.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $2,026 | $2,370-14.5% | $3,023-33.0% | $2,757-26.5% |
| Participant deferral / active EE | $3,794 | $4,121-7.9% | $5,055-24.9% | $4,299-11.8% |
| Admin fee / account holder | $7,404 | $8,047-8.0% | $9,462-21.8% | $6,924+6.9% |