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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 | $100,784-44.8% | $191,597-70.9% | $82,637-32.6% |
| Participation rate | 54.2% | 70.5%-16.3pp | 76.9%-22.8pp | 68.1%-13.9pp |
| Annual return | 13.90% | 18.13%-4.2pp | 27.07%-13.2pp | 53.51%-39.6pp |
| Employer contribution / active EE | $2,267 | $3,102-26.9% | $5,025-54.9% | $2,552-11.2% |
| Participant deferral / active EE | $4,001 | $4,937-19.0% | $6,850-41.6% | $4,126-3.0% |
| Admin fee / account holder | $4,490 | $10,062-55.4% | $22,799-80.3% | $7,339-38.8% |