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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 | $96,289-42.2% | $213,469-73.9% | $87,485-36.4% |
| Participation rate | 54.2% | 69.6%-15.4pp | 77.1%-23.0pp | 68.9%-14.8pp |
| Annual return | 13.90% | 17.78%-3.9pp | 20.58%-6.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,267 | $3,035-25.3% | $4,994-54.6% | $2,596-12.7% |
| Participant deferral / active EE | $4,001 | $4,750-15.8% | $6,841-41.5% | $4,274-6.4% |
| Admin fee / account holder | $4,490 | $9,670-53.6% | $27,141-83.5% | $7,775-42.2% |