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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 | $51,826 | $123,793-58.1% | $177,840-70.9% | $79,852-35.1% |
| Participation rate | 46.4% | 84.7%-38.2pp | 87.7%-41.3pp | 69.6%-23.2pp |
| Annual return | 19.42% | 22.82%-3.4pp | 48.32%-28.9pp | 31.72%-12.3pp |
| Employer contribution / active EE | $2,430 | $4,095-40.7% | $5,919-58.9% | $2,471-1.7% |
| Participant deferral / active EE | $5,960 | $5,956+0.1% | $7,714-22.7% | $3,740+59.3% |
| Admin fee / account holder | $2,958 | $7,243-59.2% | $12,431-76.2% | $5,306-44.3% |