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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 | $54,816 | $72,273-24.2% | $101,275-45.9% | $79,856-31.4% |
| Participation rate | 55.6% | 68.5%-12.9pp | 75.8%-20.3pp | 69.6%-14.1pp |
| Annual return | 11.64% | 22.30%-10.7pp | 46.48%-34.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,756 | $2,691-34.7% | $3,660-52.0% | $2,471-28.9% |
| Participant deferral / active EE | $3,504 | $3,282+6.8% | $4,371-19.8% | $3,741-6.3% |
| Admin fee / account holder | $3,920 | $4,401-10.9% | $5,948-34.1% | $5,306-26.1% |