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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 | $55,036 | $86,940-36.7% | $102,434-46.3% | $80,935-32.0% |
| Participation rate | 57.6% | 72.4%-14.8pp | 76.5%-18.9pp | 67.7%-10.0pp |
| Annual return | 15.13% | 18.89%-3.8pp | 29.46%-14.3pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,561 | $2,370-34.1% | $3,023-48.4% | $2,757-43.4% |
| Participant deferral / active EE | $4,928 | $4,121+19.6% | $5,055-2.5% | $4,299+14.6% |
| Admin fee / account holder | $5,433 | $8,047-32.5% | $9,462-42.6% | $6,924-21.5% |