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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 | $52,213 | $97,550-46.5% | $120,344-56.6% | $87,485-40.3% |
| Participation rate | 48.6% | 72.8%-24.3pp | 76.7%-28.1pp | 68.9%-20.4pp |
| Annual return | 24.26% | 18.41%+5.8pp | 20.30%+4.0pp | 26.06%-1.8pp |
| Employer contribution / active EE | $1,798 | $2,291-21.5% | $3,020-40.5% | $2,596-30.8% |
| Participant deferral / active EE | $2,589 | $4,230-38.8% | $5,135-49.6% | $4,274-39.4% |
| Admin fee / account holder | $8,453 | $9,543-11.4% | $12,742-33.7% | $7,775+8.7% |