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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 | $51,385 | $86,050-40.3% | $189,758-72.9% | $94,015-45.3% |
| Participation rate | 52.0% | 68.9%-16.9pp | 79.8%-27.8pp | 70.8%-18.8pp |
| Annual return | 19.90% | 17.77%+2.1pp | 52.62%-32.7pp | 17.84%+2.1pp |
| Employer contribution / active EE | $2,221 | $2,819-21.2% | $4,767-53.4% | $2,790-20.4% |
| Participant deferral / active EE | $6,041 | $3,349+80.4% | $5,856+3.2% | $4,249+42.2% |
| Admin fee / account holder | $898 | $6,627-86.5% | $20,388-95.6% | $8,951-90.0% |