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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 | $59,127 | $69,137-14.5% | $182,153-67.5% | $94,015-37.1% |
| Participation rate | 50.6% | 59.6%-9.0pp | 65.7%-15.1pp | 70.8%-20.2pp |
| Annual return | 15.43% | 21.34%-5.9pp | 35.04%-19.6pp | 17.84%-2.4pp |
| Employer contribution / active EE | $1,632 | $2,152-24.2% | $2,593-37.1% | $2,790-41.5% |
| Participant deferral / active EE | $3,776 | $2,665+41.7% | $3,7760% | $4,249-11.1% |
| Admin fee / account holder | $3,489 | $11,615-70.0% | $9,477-63.2% | $8,951-61.0% |