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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 | $65,487 | $86,922-24.7% | $102,438-36.1% | $80,874-19.0% |
| Participation rate | 52.2% | 72.4%-20.2pp | 76.5%-24.3pp | 67.6%-15.5pp |
| Annual return | 26.87% | 18.90%+8.0pp | 29.37%-2.5pp | 35.62%-8.8pp |
| Employer contribution / active EE | $1,616 | $2,369-31.8% | $3,024-46.6% | $2,756-41.4% |
| Participant deferral / active EE | $2,661 | $4,119-35.4% | $5,054-47.3% | $4,297-38.1% |
| Admin fee / account holder | $11,378 | $8,050+41.3% | $9,448+20.4% | $6,935+64.1% |