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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 | $53,902 | $79,867-32.5% | $120,344-55.2% | $64,340-16.2% |
| Participation rate | 44.6% | 63.0%-18.4pp | 76.7%-32.2pp | 55.2%-10.7pp |
| Annual return | 13.89% | 21.10%-7.2pp | 20.30%-6.4pp | 24.14%-10.3pp |
| Employer contribution / active EE | $1,330 | $1,925-30.9% | $3,020-56.0% | $1,862-28.6% |
| Participant deferral / active EE | $2,525 | $3,593-29.7% | $5,135-50.8% | $2,980-15.3% |
| Admin fee / account holder | $5,804 | $5,039+15.2% | $12,742-54.4% | $3,703+56.8% |