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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 | $50,519 | $81,358-37.9% | $155,556-67.5% | $80,959-37.6% |
| Participation rate | 64.5% | 66.3%-1.7pp | 78.2%-13.7pp | 67.7%-3.2pp |
| Annual return | 23.50% | 33.39%-9.9pp | 64.84%-41.3pp | 35.67%-12.2pp |
| Employer contribution / active EE | $1,580 | $3,106-49.1% | $4,675-66.2% | $2,757-42.7% |
| Participant deferral / active EE | $2,576 | $3,455-25.4% | $5,631-54.2% | $4,300-40.1% |
| Admin fee / account holder | $402 | $7,994-95.0% | $15,885-97.5% | $6,925-94.2% |