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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 | $53,522 | $81,331-34.2% | $155,534-65.6% | $80,935-33.9% |
| Participation rate | 43.3% | 66.3%-22.9pp | 78.2%-34.9pp | 67.7%-24.3pp |
| Annual return | 12.06% | 33.37%-21.3pp | 64.92%-52.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,333 | $3,105-57.1% | $4,675-71.5% | $2,757-51.6% |
| Participant deferral / active EE | $4,281 | $3,454+23.9% | $5,630-24.0% | $4,299-0.4% |
| Admin fee / account holder | $5,158 | $7,999-35.5% | $15,900-67.6% | $6,924-25.5% |