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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 | $50,862 | $72,027-29.4% | $185,835-72.6% | $79,852-36.3% |
| Participation rate | 55.9% | 65.8%-9.9pp | 78.0%-22.2pp | 69.6%-13.8pp |
| Annual return | 24.14% | 23.13%+1.0pp | 35.96%-11.8pp | 31.72%-7.6pp |
| Employer contribution / active EE | $1,109 | $1,965-43.6% | $4,087-72.9% | $2,471-55.1% |
| Participant deferral / active EE | $3,759 | $3,780-0.5% | $5,633-33.3% | $3,740+0.5% |
| Admin fee / account holder | $2,736 | $4,513-39.4% | $9,502-71.2% | $5,306-48.4% |