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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 | $56,545 | $86,949-35.0% | $102,460-44.8% | $80,959-30.2% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 11.81% | 18.89%-7.1pp | 29.47%-17.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,450 | $2,370-38.8% | $3,025-52.1% | $2,757-47.4% |
| Participant deferral / active EE | $3,114 | $4,121-24.4% | $5,056-38.4% | $4,300-27.6% |
| Admin fee / account holder | $2,717 | $8,048-66.2% | $9,460-71.3% | $6,925-60.8% |