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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 | $50,637 | $86,940-41.8% | $102,434-50.6% | $80,935-37.4% |
| Participation rate | 58.2% | 72.4%-14.2pp | 76.5%-18.3pp | 67.7%-9.5pp |
| Annual return | 11.92% | 18.89%-7.0pp | 29.46%-17.5pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,024 | $2,370-56.8% | $3,023-66.1% | $2,757-62.9% |
| Participant deferral / active EE | $2,319 | $4,121-43.7% | $5,055-54.1% | $4,299-46.1% |
| Admin fee / account holder | $6,340 | $8,047-21.2% | $9,462-33.0% | $6,924-8.4% |