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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 | $53,095 | $99,633-46.7% | $183,328-71.0% | $82,448-35.6% |
| Participation rate | 64.4% | 70.8%-6.3pp | 77.3%-12.9pp | 68.1%-3.6pp |
| Annual return | 23.42% | 17.84%+5.6pp | 29.67%-6.2pp | 41.64%-18.2pp |
| Employer contribution / active EE | $2,176 | $3,256-33.2% | $5,055-57.0% | $2,551-14.7% |
| Participant deferral / active EE | $3,159 | $4,938-36.0% | $6,795-53.5% | $4,139-23.7% |
| Admin fee / account holder | $2,192 | $9,934-77.9% | $21,427-89.8% | $7,234-69.7% |