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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 | $75,541-15.7% | $152,093-58.1% | $82,637-22.9% |
| Participation rate | 54.9% | 66.5%-11.7pp | 77.8%-22.9pp | 68.1%-13.2pp |
| Annual return | 18.22% | 32.56%-14.3pp | 66.36%-48.1pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,522 | $2,622-42.0% | $4,175-63.5% | $2,552-40.4% |
| Participant deferral / active EE | $2,641 | $3,206-17.6% | $5,451-51.6% | $4,126-36.0% |
| Admin fee / account holder | $2,305 | $6,405-64.0% | $14,497-84.1% | $7,339-68.6% |