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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 | $55,710 | $77,962-28.5% | $178,540-68.8% | $80,935-31.2% |
| Participation rate | 51.1% | 65.7%-14.6pp | 77.1%-26.0pp | 67.7%-16.6pp |
| Annual return | 14.41% | 18.10%-3.7pp | 27.15%-12.7pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,426 | $2,280-37.5% | $3,953-63.9% | $2,757-48.3% |
| Participant deferral / active EE | $2,421 | $4,404-45.0% | $6,281-61.4% | $4,299-43.7% |
| Admin fee / account holder | $1,846 | $7,156-74.2% | $10,424-82.3% | $6,924-73.3% |