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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 | $55,674 | $99,633-44.1% | $183,328-69.6% | $82,448-32.5% |
| Participation rate | 54.2% | 70.8%-16.6pp | 77.3%-23.2pp | 68.1%-13.9pp |
| Annual return | 13.90% | 17.84%-3.9pp | 29.67%-15.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,267 | $3,256-30.4% | $5,055-55.2% | $2,551-11.1% |
| Participant deferral / active EE | $4,001 | $4,938-19.0% | $6,795-41.1% | $4,139-3.3% |
| Admin fee / account holder | $4,490 | $9,934-54.8% | $21,427-79.0% | $7,234-37.9% |