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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 | $57,234 | $199,109-71.3% | $173,730-67.1% | $154,746-63.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 22.35% | 20.02%+2.3pp | 19.96%+2.4pp | 172.34%-150.0pp |
| Employer contribution / active EE | $2,615 | $5,311-50.8% | $4,577-42.9% | $4,379-40.3% |
| Participant deferral / active EE | $8,954 | $7,113+25.9% | $6,326+41.5% | $6,730+33.0% |
| Admin fee / account holder | $2,199 | $20,916-89.5% | $17,523-87.5% | $14,365-84.7% |