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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 | $59,722 | $108,825-45.1% | $156,181-61.8% | $82,448-27.6% |
| Participation rate | 54.8% | 72.4%-17.6pp | 78.8%-24.1pp | 68.1%-13.3pp |
| Annual return | 24.92% | 20.59%+4.3pp | 64.87%-40.0pp | 41.64%-16.7pp |
| Employer contribution / active EE | $1,298 | $2,870-54.8% | $4,294-69.8% | $2,551-49.1% |
| Participant deferral / active EE | $3,587 | $4,577-21.6% | $6,132-41.5% | $4,139-13.3% |
| Admin fee / account holder | $2,139 | $9,341-77.1% | $14,586-85.3% | $7,234-70.4% |