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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 | $56,184 | $112,729-50.2% | $98,716-43.1% | $137,256-59.1% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.3%-14.7pp | 80.0%-25.4pp |
| Annual return | 15.33% | 38.48%-23.2pp | 31.81%-16.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,481 | $2,725-45.6% | $2,279-35.0% | $4,156-64.4% |
| Participant deferral / active EE | $2,114 | $4,640-54.5% | $4,048-47.8% | $6,407-67.0% |
| Admin fee / account holder | $10,656 | $10,129+5.2% | $8,703+22.4% | $12,270-13.2% |