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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 | $52,873 | $80,983-34.7% | $96,544-45.2% | $75,177-29.7% |
| Participation rate | 56.8% | 71.8%-15.0pp | 76.0%-19.2pp | 67.2%-10.4pp |
| Annual return | 25.60% | 27.05%-1.5pp | 25.88%-0.3pp | 160.75%-135.2pp |
| Employer contribution / active EE | $1,244 | $2,282-45.5% | $2,966-58.1% | $2,671-53.4% |
| Participant deferral / active EE | $2,484 | $3,929-36.8% | $4,851-48.8% | $4,126-39.8% |
| Admin fee / account holder | $16,592 | $6,717+147.0% | $8,254+101.0% | $5,651+193.6% |