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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 | $52,097 | $86,940-40.1% | $102,434-49.1% | $80,935-35.6% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.7%-8.4pp |
| Annual return | 23.91% | 18.89%+5.0pp | 29.46%-5.5pp | 35.66%-11.8pp |
| Employer contribution / active EE | $1,935 | $2,370-18.3% | $3,023-36.0% | $2,757-29.8% |
| Participant deferral / active EE | $3,323 | $4,121-19.4% | $5,055-34.3% | $4,299-22.7% |
| Admin fee / account holder | $1,157 | $8,047-85.6% | $9,462-87.8% | $6,924-83.3% |