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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 | $57,346 | $84,953-32.5% | $163,379-64.9% | $82,637-30.6% |
| Participation rate | 51.8% | 65.9%-14.2pp | 76.8%-25.0pp | 68.1%-16.3pp |
| Annual return | 22.46% | 23.07%-0.6pp | 63.41%-40.9pp | 53.51%-31.0pp |
| Employer contribution / active EE | $1,564 | $2,183-28.3% | $3,752-58.3% | $2,552-38.7% |
| Participant deferral / active EE | $2,911 | $4,326-32.7% | $6,282-53.7% | $4,126-29.4% |
| Admin fee / account holder | $6,649 | $7,921-16.1% | $9,818-32.3% | $7,339-9.4% |