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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 | $53,391 | $77,896-31.5% | $134,172-60.2% | $82,448-35.2% |
| Participation rate | 54.5% | 62.8%-8.2pp | 72.5%-17.9pp | 68.1%-13.5pp |
| Annual return | 19.86% | 18.21%+1.6pp | 25.30%-5.4pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,521 | $2,159-29.5% | $3,420-55.5% | $2,551-40.4% |
| Participant deferral / active EE | $2,543 | $3,162-19.6% | $4,690-45.8% | $4,139-38.6% |
| Admin fee / account holder | $818 | $6,336-87.1% | $12,016-93.2% | $7,234-88.7% |