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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 | $64,247 | $97,289-34.0% | $92,805-30.8% | $155,188-58.6% |
| Participation rate | 55.0% | 84.2%-29.2pp | 83.5%-28.5pp | 80.8%-25.8pp |
| Annual return | 18.75% | 29.03%-10.3pp | 31.59%-12.8pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,513 | $3,632-58.4% | $3,424-55.8% | $4,248-64.4% |
| Participant deferral / active EE | $2,870 | $8,795-67.4% | $8,448-66.0% | $6,531-56.1% |
| Admin fee / account holder | $2,574 | $12,015-78.6% | $10,911-76.4% | $14,480-82.2% |