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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 | $61,518 | $81,331-24.4% | $155,534-60.4% | $80,935-24.0% |
| Participation rate | 51.9% | 66.3%-14.4pp | 78.2%-26.4pp | 67.7%-15.8pp |
| Annual return | 12.51% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,567 | $3,105-49.5% | $4,675-66.5% | $2,757-43.2% |
| Participant deferral / active EE | $3,008 | $3,454-12.9% | $5,630-46.6% | $4,299-30.0% |
| Admin fee / account holder | $7,675 | $7,999-4.1% | $15,900-51.7% | $6,924+10.8% |