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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 | $55,976 | $80,992-30.9% | $96,534-42.0% | $75,173-25.5% |
| Participation rate | 52.5% | 71.8%-19.3pp | 76.0%-23.5pp | 67.2%-14.7pp |
| Annual return | 15.03% | 27.05%-12.0pp | 25.88%-10.9pp | 160.72%-145.7pp |
| Employer contribution / active EE | $1,766 | $2,283-22.6% | $2,965-40.5% | $2,671-33.9% |
| Participant deferral / active EE | $3,794 | $3,929-3.4% | $4,851-21.8% | $4,126-8.1% |
| Admin fee / account holder | $3,979 | $6,717-40.8% | $8,253-51.8% | $5,651-29.6% |