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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 | $54,145 | $95,453-43.3% | $112,040-51.7% | $82,448-34.3% |
| Participation rate | 69.3% | 72.8%-3.4pp | 76.5%-7.2pp | 68.1%+1.3pp |
| Annual return | 17.31% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,078 | $2,318-53.5% | $2,954-63.5% | $2,551-57.7% |
| Participant deferral / active EE | $1,998 | $4,224-52.7% | $5,098-60.8% | $4,139-51.7% |
| Admin fee / account holder | $2,420 | $9,013-73.2% | $12,098-80.0% | $7,234-66.6% |