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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 | $52,286 | $58,848-11.2% | $88,179-40.7% | $82,637-36.7% |
| Participation rate | 44.4% | 57.9%-13.5pp | 69.1%-24.7pp | 68.1%-23.6pp |
| Annual return | 20.15% | 22.76%-2.6pp | 64.97%-44.8pp | 53.51%-33.4pp |
| Employer contribution / active EE | $1,666 | $1,678-0.7% | $2,549-34.7% | $2,552-34.7% |
| Participant deferral / active EE | $2,433 | $3,124-22.1% | $4,614-47.3% | $4,126-41.0% |
| Admin fee / account holder | $762 | $4,795-84.1% | $7,673-90.1% | $7,339-89.6% |