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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 | $81,403-34.4% | $147,027-63.7% | $87,485-39.0% |
| Participation rate | 54.5% | 63.4%-8.9pp | 73.7%-19.2pp | 68.9%-14.4pp |
| Annual return | 19.86% | 16.51%+3.3pp | 20.23%-0.4pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,521 | $2,205-31.0% | $3,626-58.0% | $2,596-41.4% |
| Participant deferral / active EE | $2,543 | $3,315-23.3% | $4,933-48.4% | $4,274-40.5% |
| Admin fee / account holder | $818 | $6,755-87.9% | $12,223-93.3% | $7,775-89.5% |