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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 | $68,229 | $95,453-28.5% | $112,040-39.1% | $82,448-17.2% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.5%-24.5pp | 68.1%-16.1pp |
| Annual return | 14.98% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,458 | $2,318-37.1% | $2,954-50.6% | $2,551-42.9% |
| Participant deferral / active EE | $2,368 | $4,224-43.9% | $5,098-53.6% | $4,139-42.8% |
| Admin fee / account holder | $5,449 | $9,013-39.5% | $12,098-55.0% | $7,234-24.7% |