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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 | $53,417 | $106,749-50.0% | $145,433-63.3% | $82,448-35.2% |
| Participation rate | 60.5% | 75.6%-15.2pp | 82.1%-21.7pp | 68.1%-7.6pp |
| Annual return | 15.48% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,196 | $3,444-65.3% | $4,554-73.7% | $2,551-53.1% |
| Participant deferral / active EE | $2,813 | $6,519-56.8% | $7,897-64.4% | $4,139-32.0% |
| Admin fee / account holder | $494 | $8,390-94.1% | $13,129-96.2% | $7,234-93.2% |