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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 | $39,809 | $59,440-33.0% | $78,004-49.0% | $82,637-51.8% |
| Participation rate | 55.0% | 62.8%-7.8pp | 69.4%-14.4pp | 68.1%-13.1pp |
| Annual return | 20.75% | 40.24%-19.5pp | 31.07%-10.3pp | 53.51%-32.8pp |
| Employer contribution / active EE | $1,586 | $1,750-9.4% | $2,469-35.8% | $2,552-37.9% |
| Participant deferral / active EE | $3,096 | $3,138-1.3% | $4,092-24.3% | $4,126-25.0% |
| Admin fee / account holder | $3,468 | $5,504-37.0% | $7,578-54.2% | $7,339-52.7% |