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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 | $51,077 | $68,880-25.8% | $120,580-57.6% | $80,959-36.9% |
| Participation rate | 68.4% | 61.7%+6.7pp | 72.0%-3.5pp | 67.7%+0.8pp |
| Annual return | 11.82% | 23.68%-11.9pp | 107.48%-95.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,224 | $2,066-40.8% | $3,469-64.7% | $2,757-55.6% |
| Participant deferral / active EE | $2,716 | $3,191-14.9% | $4,995-45.6% | $4,300-36.8% |
| Admin fee / account holder | $3,299 | $5,785-43.0% | $9,418-65.0% | $6,925-52.4% |