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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 | $49,572 | $79,894-38.0% | $135,792-63.5% | $82,637-40.0% |
| Participation rate | 58.5% | 63.0%-4.5pp | 72.6%-14.1pp | 68.1%-9.5pp |
| Annual return | 20.72% | 17.20%+3.5pp | 25.96%-5.2pp | 53.51%-32.8pp |
| Employer contribution / active EE | $1,645 | $2,165-24.0% | $3,496-52.9% | $2,552-35.5% |
| Participant deferral / active EE | $2,502 | $3,194-21.7% | $4,759-47.4% | $4,126-39.4% |
| Admin fee / account holder | $543 | $6,434-91.6% | $12,266-95.6% | $7,339-92.6% |