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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 | $52,445 | $95,453-45.1% | $112,040-53.2% | $82,448-36.4% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 13.35% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,205 | $2,318-48.0% | $2,954-59.2% | $2,551-52.7% |
| Participant deferral / active EE | $2,025 | $4,224-52.1% | $5,098-60.3% | $4,139-51.1% |
| Admin fee / account holder | $2,344 | $9,013-74.0% | $12,098-80.6% | $7,234-67.6% |