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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 | $65,513 | $106,524-38.5% | $152,301-57.0% | $87,485-25.1% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.4%-30.6pp | 68.9%-17.1pp |
| Annual return | 15.13% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,481 | $3,371-56.1% | $4,624-68.0% | $2,596-42.9% |
| Participant deferral / active EE | $3,812 | $6,525-41.6% | $8,004-52.4% | $4,274-10.8% |
| Admin fee / account holder | $981 | $8,287-88.2% | $14,398-93.2% | $7,775-87.4% |