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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 | $54,901 | $73,955-25.8% | $96,520-43.1% | $75,181-27.0% |
| Participation rate | 46.2% | 66.4%-20.3pp | 74.3%-28.2pp | 67.2%-21.0pp |
| Annual return | 15.91% | 26.72%-10.8pp | 35.72%-19.8pp | 160.69%-144.8pp |
| Employer contribution / active EE | $1,283 | $2,930-56.2% | $3,739-65.7% | $2,671-52.0% |
| Participant deferral / active EE | $3,149 | $3,659-14.0% | $4,879-35.5% | $4,126-23.7% |
| Admin fee / account holder | $5,892 | $5,217+12.9% | $6,733-12.5% | $5,650+4.3% |