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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 | $106,524-49.3% | $152,301-64.6% | $87,485-38.3% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.4%-36.3pp | 68.9%-22.8pp |
| Annual return | 23.53% | 26.89%-3.4pp | 80.50%-57.0pp | 26.06%-2.5pp |
| Employer contribution / active EE | $2,143 | $3,371-36.4% | $4,624-53.7% | $2,596-17.5% |
| Participant deferral / active EE | $5,177 | $6,525-20.7% | $8,004-35.3% | $4,274+21.1% |
| Admin fee / account holder | $3,505 | $8,287-57.7% | $14,398-75.7% | $7,775-54.9% |