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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 | $55,197 | $73,988-25.4% | $96,538-42.8% | $75,177-26.6% |
| Participation rate | 47.9% | 66.4%-18.5pp | 74.3%-26.4pp | 67.2%-19.3pp |
| Annual return | 18.80% | 26.73%-7.9pp | 35.74%-16.9pp | 160.75%-142.0pp |
| Employer contribution / active EE | $2,514 | $2,930-14.2% | $3,740-32.8% | $2,671-5.9% |
| Participant deferral / active EE | $5,603 | $3,660+53.1% | $4,880+14.8% | $4,126+35.8% |
| Admin fee / account holder | $1,187 | $5,220-77.3% | $6,737-82.4% | $5,651-79.0% |