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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 | $54,237 | $58,627-7.5% | $76,735-29.3% | $82,448-34.2% |
| Participation rate | 53.3% | 63.2%-9.9pp | 69.5%-16.2pp | 68.1%-14.7pp |
| Annual return | 18.04% | 39.10%-21.1pp | 29.77%-11.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,661 | $1,729-3.9% | $2,454-32.3% | $2,551-34.9% |
| Participant deferral / active EE | $2,626 | $3,134-16.2% | $4,088-35.8% | $4,139-36.6% |
| Admin fee / account holder | $1,847 | $5,323-65.3% | $7,189-74.3% | $7,234-74.5% |