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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 | $54,558 | $80,705-32.4% | $115,768-52.9% | $67,986-19.8% |
| Participation rate | 54.2% | 63.0%-8.8pp | 74.4%-20.2pp | 57.2%-3.0pp |
| Annual return | 15.61% | 18.49%-2.9pp | 100.46%-84.8pp | 31.67%-16.1pp |
| Employer contribution / active EE | $1,236 | $2,046-39.6% | $2,940-58.0% | $2,019-38.8% |
| Participant deferral / active EE | $2,404 | $3,559-32.4% | $4,917-51.1% | $3,358-28.4% |
| Admin fee / account holder | $2,749 | $4,135-33.5% | $12,439-77.9% | $3,203-14.2% |