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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 | $64,221 | $78,520-18.2% | $96,576-33.5% | $82,448-22.1% |
| Participation rate | 48.6% | 77.7%-29.1pp | 81.4%-32.8pp | 68.1%-19.4pp |
| Annual return | 17.17% | 41.30%-24.1pp | 38.47%-21.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,342 | $2,630-49.0% | $3,553-62.2% | $2,551-47.4% |
| Participant deferral / active EE | $2,972 | $6,754-56.0% | $7,956-62.6% | $4,139-28.2% |
| Admin fee / account holder | $1,576 | $13,455-88.3% | $11,381-86.2% | $7,234-78.2% |