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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 | $52,926 | $76,371-30.7% | $93,621-43.5% | $72,976-27.5% |
| Participation rate | 63.4% | 71.8%-8.3pp | 75.8%-12.4pp | 69.5%-6.1pp |
| Annual return | 21.46% | 25.82%-4.4pp | 32.76%-11.3pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,364 | $2,276-40.1% | $2,719-49.8% | $2,440-44.1% |
| Participant deferral / active EE | $2,774 | $3,538-21.6% | $4,070-31.8% | $3,608-23.1% |
| Admin fee / account holder | $2,762 | $6,839-59.6% | $7,890-65.0% | $5,124-46.1% |