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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 | $61,266 | $94,436-35.1% | $115,599-47.0% | $82,637-25.9% |
| Participation rate | 57.9% | 70.4%-12.5pp | 74.3%-16.4pp | 68.1%-10.2pp |
| Annual return | 17.01% | 18.37%-1.4pp | 111.10%-94.1pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,635 | $2,324-29.7% | $2,955-44.7% | $2,552-36.0% |
| Participant deferral / active EE | $2,915 | $3,955-26.3% | $4,889-40.4% | $4,126-29.3% |
| Admin fee / account holder | $498 | $10,328-95.2% | $12,841-96.1% | $7,339-93.2% |