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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 | $62,587 | $73,787-15.2% | $98,716-36.6% | $82,448-24.1% |
| Participation rate | 53.1% | 61.4%-8.3pp | 69.3%-16.2pp | 68.1%-15.0pp |
| Annual return | 14.72% | 18.57%-3.8pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,373 | $1,511-9.1% | $2,279-39.7% | $2,551-46.2% |
| Participant deferral / active EE | $2,300 | $3,081-25.4% | $4,048-43.2% | $4,139-44.4% |
| Admin fee / account holder | $2,196 | $6,500-66.2% | $8,703-74.8% | $7,234-69.6% |