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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 | $81,276-33.6% | $155,574-65.3% | $80,925-33.3% |
| Participation rate | 64.4% | 66.2%-1.8pp | 78.2%-13.8pp | 67.7%-3.2pp |
| Annual return | 14.91% | 33.36%-18.4pp | 64.87%-50.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $1,812 | $3,103-41.6% | $4,676-61.2% | $2,756-34.2% |
| Participant deferral / active EE | $4,287 | $3,453+24.2% | $5,629-23.8% | $4,299-0.3% |
| Admin fee / account holder | $3,977 | $7,993-50.2% | $15,914-75.0% | $6,940-42.7% |