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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 | $63,699 | $76,407-16.6% | $150,298-57.6% | $82,448-22.7% |
| Participation rate | 54.9% | 66.4%-11.5pp | 77.8%-22.9pp | 68.1%-13.2pp |
| Annual return | 18.22% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,522 | $2,614-41.8% | $4,154-63.4% | $2,551-40.3% |
| Participant deferral / active EE | $2,641 | $3,214-17.8% | $5,453-51.6% | $4,139-36.2% |
| Admin fee / account holder | $2,305 | $6,352-63.7% | $14,116-83.7% | $7,234-68.1% |