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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 | $50,975 | $81,476-37.4% | $102,383-50.2% | $80,925-37.0% |
| Participation rate | 55.6% | 66.8%-11.3pp | 74.5%-19.0pp | 67.7%-12.1pp |
| Annual return | 18.70% | 25.59%-6.9pp | 24.94%-6.2pp | 35.65%-16.9pp |
| Employer contribution / active EE | $2,141 | $3,105-31.1% | $3,870-44.7% | $2,756-22.3% |
| Participant deferral / active EE | $4,589 | $3,871+18.5% | $5,060-9.3% | $4,299+6.8% |
| Admin fee / account holder | $5,689 | $6,717-15.3% | $8,391-32.2% | $6,940-18.0% |