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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 | $51,234 | $80,983-36.7% | $96,544-46.9% | $75,177-31.8% |
| Participation rate | 59.3% | 71.8%-12.4pp | 76.0%-16.6pp | 67.2%-7.9pp |
| Annual return | 15.98% | 27.05%-11.1pp | 25.88%-9.9pp | 160.75%-144.8pp |
| Employer contribution / active EE | $1,398 | $2,282-38.7% | $2,966-52.9% | $2,671-47.6% |
| Participant deferral / active EE | $2,402 | $3,929-38.9% | $4,851-50.5% | $4,126-41.8% |
| Admin fee / account holder | $2,002 | $6,717-70.2% | $8,254-75.7% | $5,651-64.6% |