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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 | $48,804 | $93,598-47.9% | $135,974-64.1% | $75,173-35.1% |
| Participation rate | 57.7% | 75.2%-17.4pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | 25.08% | 30.89%-5.8pp | 68.30%-43.2pp | 160.72%-135.6pp |
| Employer contribution / active EE | $1,095 | $3,538-69.1% | $4,859-77.5% | $2,671-59.0% |
| Participant deferral / active EE | $4,203 | $6,405-34.4% | $7,760-45.8% | $4,126+1.9% |
| Admin fee / account holder | $5,219 | $6,978-25.2% | $10,767-51.5% | $5,651-7.6% |