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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 | $53,778 | $114,712-53.1% | $173,730-69.0% | $87,485-38.5% |
| Participation rate | 57.1% | 73.0%-15.9pp | 79.6%-22.4pp | 68.9%-11.8pp |
| Annual return | 13.20% | 20.18%-7.0pp | 19.96%-6.8pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,926 | $2,904-33.7% | $4,577-57.9% | $2,596-25.8% |
| Participant deferral / active EE | $2,491 | $4,642-46.3% | $6,326-60.6% | $4,274-41.7% |
| Admin fee / account holder | $10,825 | $10,210+6.0% | $17,523-38.2% | $7,775+39.2% |