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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 | $56,127 | $88,360-36.5% | $145,433-61.4% | $67,986-17.4% |
| Participation rate | 58.9% | 65.5%-6.6pp | 82.1%-23.2pp | 57.2%+1.7pp |
| Annual return | 15.87% | 63.15%-47.3pp | 66.58%-50.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,848 | $3,054-39.5% | $4,554-59.4% | $2,019-8.4% |
| Participant deferral / active EE | $3,583 | $5,932-39.6% | $7,897-54.6% | $3,358+6.7% |
| Admin fee / account holder | $27,242 | $3,313+722.2% | $13,129+107.5% | $3,203+750.5% |