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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 | $53,974 | $106,749-49.4% | $145,433-62.9% | $82,448-34.5% |
| Participation rate | 46.2% | 75.6%-29.5pp | 82.1%-36.0pp | 68.1%-21.9pp |
| Annual return | 23.53% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $2,143 | $3,444-37.8% | $4,554-53.0% | $2,551-16.0% |
| Participant deferral / active EE | $5,177 | $6,519-20.6% | $7,897-34.5% | $4,139+25.1% |
| Admin fee / account holder | $3,505 | $8,390-58.2% | $13,129-73.3% | $7,234-51.5% |