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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 | $54,542 | $199,109-72.6% | $173,730-68.6% | $154,746-64.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 17.37% | 20.02%-2.6pp | 19.96%-2.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,935 | $5,311-63.6% | $4,577-57.7% | $4,379-55.8% |
| Participant deferral / active EE | $4,720 | $7,113-33.6% | $6,326-25.4% | $6,730-29.9% |
| Admin fee / account holder | $1,229 | $20,916-94.1% | $17,523-93.0% | $14,365-91.4% |