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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 | $53,975 | $81,358-33.7% | $155,556-65.3% | $80,959-33.3% |
| Participation rate | 64.4% | 66.3%-1.8pp | 78.2%-13.8pp | 67.7%-3.2pp |
| Annual return | 14.91% | 33.39%-18.5pp | 64.84%-49.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,812 | $3,106-41.7% | $4,675-61.2% | $2,757-34.3% |
| Participant deferral / active EE | $4,287 | $3,455+24.1% | $5,631-23.9% | $4,300-0.3% |
| Admin fee / account holder | $3,977 | $7,994-50.2% | $15,885-75.0% | $6,925-42.6% |