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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 | $58,426 | $71,208-18.0% | $93,681-37.6% | $80,911-27.8% |
| Participation rate | 56.1% | 60.4%-4.3pp | 68.7%-12.7pp | 67.6%-11.6pp |
| Annual return | 20.15% | 11.27%+8.9pp | 133.47%-113.3pp | 35.63%-15.5pp |
| Employer contribution / active EE | $1,055 | $1,564-32.6% | $2,422-56.4% | $2,756-61.7% |
| Participant deferral / active EE | $2,852 | $4,035-29.3% | $4,415-35.4% | $4,297-33.6% |
| Admin fee / account holder | $3,183 | $6,951-54.2% | $8,290-61.6% | $6,935-54.1% |