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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 | $102,609-37.4% | $98,090-34.5% | $138,895-53.7% |
| Participation rate | 55.0% | 82.8%-27.8pp | 81.5%-26.5pp | 79.9%-24.9pp |
| Annual return | 18.75% | 36.44%-17.7pp | 37.05%-18.3pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,513 | $3,867-60.9% | $3,606-58.1% | $4,194-63.9% |
| Participant deferral / active EE | $2,870 | $8,167-64.9% | $7,845-63.4% | $6,396-55.1% |
| Admin fee / account holder | $2,574 | $11,434-77.5% | $11,815-78.2% | $12,562-79.5% |