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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 | $81,276-37.8% | $155,574-67.5% | $80,925-37.6% |
| Participation rate | 64.5% | 66.2%-1.7pp | 78.2%-13.7pp | 67.7%-3.1pp |
| Annual return | 23.50% | 33.36%-9.9pp | 64.87%-41.4pp | 35.65%-12.1pp |
| Employer contribution / active EE | $1,580 | $3,103-49.1% | $4,676-66.2% | $2,756-42.7% |
| Participant deferral / active EE | $2,576 | $3,453-25.4% | $5,629-54.2% | $4,299-40.1% |
| Admin fee / account holder | $402 | $7,993-95.0% | $15,914-97.5% | $6,940-94.2% |