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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 | $54,277 | $77,814-30.2% | $158,223-65.7% | $86,983-37.6% |
| Participation rate | 66.2% | 68.4%-2.3pp | 79.2%-13.0pp | 69.5%-3.4pp |
| Annual return | 19.37% | 30.54%-11.2pp | 52.09%-32.7pp | 25.83%-6.5pp |
| Employer contribution / active EE | $1,110 | $2,592-57.2% | $4,109-73.0% | $2,584-57.1% |
| Participant deferral / active EE | $3,231 | $3,270-1.2% | $5,467-40.9% | $4,194-23.0% |
| Admin fee / account holder | $1,241 | $5,879-78.9% | $16,047-92.3% | $7,856-84.2% |