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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 | $53,897 | $81,446-33.8% | $103,374-47.9% | $80,874-33.4% |
| Participation rate | 52.9% | 66.9%-13.9pp | 74.5%-21.6pp | 67.6%-14.7pp |
| Annual return | 13.84% | 25.57%-11.7pp | 24.89%-11.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,813 | $3,107-41.7% | $3,869-53.1% | $2,756-34.2% |
| Participant deferral / active EE | $3,244 | $3,870-16.2% | $5,058-35.9% | $4,297-24.5% |
| Admin fee / account holder | $846 | $6,715-87.4% | $8,394-89.9% | $6,935-87.8% |