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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 | $46,052 | $72,486-36.5% | $87,103-47.1% | $72,976-36.9% |
| Participation rate | 57.5% | 72.8%-15.3pp | 76.9%-19.4pp | 69.5%-12.0pp |
| Annual return | 24.49% | 24.46%0pp | 28.19%-3.7pp | 81.02%-56.5pp |
| Employer contribution / active EE | $1,364 | $1,894-28.0% | $2,521-45.9% | $2,440-44.1% |
| Participant deferral / active EE | $3,034 | $3,270-7.2% | $4,049-25.0% | $3,608-15.9% |
| Admin fee / account holder | $1,517 | $5,055-70.0% | $7,491-79.7% | $5,124-70.4% |