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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 | $54,353 | $67,602-19.6% | $82,312-34.0% | $70,126-22.5% |
| Participation rate | 56.5% | 72.8%-16.3pp | 76.9%-20.4pp | 69.5%-13.0pp |
| Annual return | 18.36% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,044 | $1,755-40.5% | $2,428-57.0% | $2,343-55.4% |
| Participant deferral / active EE | $2,206 | $2,987-26.2% | $3,706-40.5% | $3,332-33.8% |
| Admin fee / account holder | $858 | $4,512-81.0% | $5,608-84.7% | $4,645-81.5% |