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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 | $53,421 | $57,590-7.2% | $86,233-38.1% | $82,448-35.2% |
| Participation rate | 44.0% | 57.9%-13.9pp | 69.0%-25.0pp | 68.1%-24.1pp |
| Annual return | 15.18% | 22.41%-7.2pp | 61.39%-46.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,580 | $1,655-4.6% | $2,504-36.9% | $2,551-38.1% |
| Participant deferral / active EE | $2,904 | $3,080-5.7% | $4,559-36.3% | $4,139-29.8% |
| Admin fee / account holder | $3,894 | $4,730-17.7% | $8,342-53.3% | $7,234-46.2% |