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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 | $59,173 | $136,860-56.8% | $120,344-50.8% | $154,746-61.8% |
| Participation rate | 61.1% | 79.9%-18.8pp | 76.7%-15.6pp | 80.7%-19.6pp |
| Annual return | 17.82% | 21.38%-3.6pp | 20.30%-2.5pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,449 | $3,533-59.0% | $3,020-52.0% | $4,379-66.9% |
| Participant deferral / active EE | $2,930 | $5,793-49.4% | $5,135-42.9% | $6,730-56.5% |
| Admin fee / account holder | $1,313 | $15,393-91.5% | $12,742-89.7% | $14,365-90.9% |