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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 | $53,802 | $104,098-48.3% | $140,514-61.7% | $94,015-42.8% |
| Participation rate | 48.3% | 73.7%-25.4pp | 77.8%-29.5pp | 70.8%-22.5pp |
| Annual return | 17.84% | 15.14%+2.7pp | 14.36%+3.5pp | 17.84%0pp |
| Employer contribution / active EE | $1,924 | $2,388-19.4% | $3,378-43.0% | $2,790-31.0% |
| Participant deferral / active EE | $3,111 | $4,033-22.9% | $4,919-36.7% | $4,249-26.8% |
| Admin fee / account holder | $533 | $10,439-94.9% | $13,697-96.1% | $8,951-94.0% |