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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 | $63,692 | $81,358-21.7% | $155,556-59.1% | $80,959-21.3% |
| Participation rate | 57.4% | 66.3%-8.9pp | 78.2%-20.9pp | 67.7%-10.3pp |
| Annual return | 13.13% | 33.39%-20.3pp | 64.84%-51.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,907 | $3,106-38.6% | $4,675-59.2% | $2,757-30.8% |
| Participant deferral / active EE | $2,744 | $3,455-20.6% | $5,631-51.3% | $4,300-36.2% |
| Admin fee / account holder | $8,685 | $7,994+8.6% | $15,885-45.3% | $6,925+25.4% |