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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 | $54,303 | $83,485-35.0% | $125,180-56.6% | $72,983-25.6% |
| Participation rate | 63.8% | 73.3%-9.5pp | 79.8%-16.0pp | 69.5%-5.7pp |
| Annual return | 20.52% | 25.78%-5.3pp | 43.79%-23.3pp | 81.01%-60.5pp |
| Employer contribution / active EE | $1,852 | $2,346-21.1% | $3,866-52.1% | $2,440-24.1% |
| Participant deferral / active EE | $3,387 | $3,586-5.5% | $4,937-31.4% | $3,608-6.1% |
| Admin fee / account holder | $4,959 | $5,518-10.1% | $9,703-48.9% | $5,124-3.2% |