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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 | $51,189 | $80,985-36.8% | $96,576-47.0% | $75,181-31.9% |
| Participation rate | 68.1% | 71.8%-3.7pp | 76.0%-7.9pp | 67.2%+0.9pp |
| Annual return | 16.01% | 27.05%-11.0pp | 25.87%-9.9pp | 160.69%-144.7pp |
| Employer contribution / active EE | $1,582 | $2,282-30.7% | $2,965-46.6% | $2,671-40.8% |
| Participant deferral / active EE | $3,126 | $3,929-20.4% | $4,851-35.5% | $4,126-24.2% |
| Admin fee / account holder | $4,546 | $6,719-32.3% | $8,253-44.9% | $5,650-19.5% |