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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 | $106,749-49.9% | $145,433-63.2% | $82,448-35.1% |
| Participation rate | 62.9% | 75.6%-12.8pp | 82.1%-19.3pp | 68.1%-5.2pp |
| Annual return | 16.40% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,741 | $3,444-49.5% | $4,554-61.8% | $2,551-31.8% |
| Participant deferral / active EE | $2,948 | $6,519-54.8% | $7,897-62.7% | $4,139-28.8% |
| Admin fee / account holder | $1,211 | $8,390-85.6% | $13,129-90.8% | $7,234-83.3% |