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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 | $51,738 | $106,588-51.5% | $94,215-45.1% | $155,188-66.7% |
| Participation rate | 61.5% | 74.3%-12.7pp | 70.0%-8.4pp | 80.8%-19.3pp |
| Annual return | 19.21% | 29.39%-10.2pp | 28.22%-9.0pp | 148.84%-129.6pp |
| Employer contribution / active EE | $1,464 | $3,080-52.5% | $2,675-45.3% | $4,248-65.5% |
| Participant deferral / active EE | $4,204 | $4,802-12.5% | $4,276-1.7% | $6,531-35.6% |
| Admin fee / account holder | $407 | $12,281-96.7% | $10,216-96.0% | $14,480-97.2% |