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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 | $51,118 | $81,487-37.3% | $102,412-50.1% | $80,935-36.8% |
| Participation rate | 48.1% | 66.8%-18.7pp | 74.5%-26.4pp | 67.7%-19.5pp |
| Annual return | 15.54% | 25.60%-10.1pp | 24.94%-9.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $2,145 | $3,103-30.9% | $3,870-44.6% | $2,757-22.2% |
| Participant deferral / active EE | $4,800 | $3,871+24.0% | $5,060-5.1% | $4,299+11.6% |
| Admin fee / account holder | $13,091 | $6,717+94.9% | $8,388+56.1% | $6,924+89.1% |