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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 | $53,493 | $106,524-49.8% | $152,301-64.9% | $87,485-38.9% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.4%-19.6pp | 68.9%-6.1pp |
| Annual return | 16.40% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,741 | $3,371-48.4% | $4,624-62.4% | $2,596-33.0% |
| Participant deferral / active EE | $2,948 | $6,525-54.8% | $8,004-63.2% | $4,274-31.0% |
| Admin fee / account holder | $1,211 | $8,287-85.4% | $14,398-91.6% | $7,775-84.4% |