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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 | $49,870 | $67,602-26.2% | $82,312-39.4% | $70,126-28.9% |
| Participation rate | 56.8% | 72.8%-15.9pp | 76.9%-20.1pp | 69.5%-12.7pp |
| Annual return | 24.19% | 21.57%+2.6pp | 25.88%-1.7pp | 73.15%-49.0pp |
| Employer contribution / active EE | $1,112 | $1,755-36.6% | $2,428-54.2% | $2,343-52.5% |
| Participant deferral / active EE | $1,621 | $2,987-45.7% | $3,706-56.2% | $3,332-51.3% |
| Admin fee / account holder | $5,742 | $4,512+27.3% | $5,608+2.4% | $4,645+23.6% |