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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 | $100,784-47.3% | $191,597-72.3% | $82,637-35.7% |
| Participation rate | 64.4% | 70.5%-6.0pp | 76.9%-12.5pp | 68.1%-3.6pp |
| Annual return | 23.42% | 18.13%+5.3pp | 27.07%-3.6pp | 53.51%-30.1pp |
| Employer contribution / active EE | $2,176 | $3,102-29.8% | $5,025-56.7% | $2,552-14.7% |
| Participant deferral / active EE | $3,159 | $4,937-36.0% | $6,850-53.9% | $4,126-23.4% |
| Admin fee / account holder | $2,192 | $10,062-78.2% | $22,799-90.4% | $7,339-70.1% |