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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 | $52,749 | $82,523-36.1% | $115,752-54.4% | $70,124-24.8% |
| Participation rate | 57.8% | 74.0%-16.2pp | 77.8%-20.0pp | 69.5%-11.7pp |
| Annual return | 17.88% | 28.22%-10.3pp | 19.41%-1.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,598 | $2,758-42.1% | $3,492-54.2% | $2,342-31.8% |
| Participant deferral / active EE | $3,118 | $4,062-23.2% | $5,204-40.1% | $3,332-6.4% |
| Admin fee / account holder | $510 | $4,552-88.8% | $6,278-91.9% | $4,645-89.0% |