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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 | $55,942 | $81,358-31.2% | $155,556-64.0% | $80,959-30.9% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 16.70% | 33.39%-16.7pp | 64.84%-48.1pp | 35.67%-19.0pp |
| Employer contribution / active EE | $1,915 | $3,106-38.4% | $4,675-59.0% | $2,757-30.6% |
| Participant deferral / active EE | $2,961 | $3,455-14.3% | $5,631-47.4% | $4,300-31.1% |
| Admin fee / account holder | $1,536 | $7,994-80.8% | $15,885-90.3% | $6,925-77.8% |