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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 | $55,203 | $63,365-12.9% | $91,994-40.0% | $72,975-24.4% |
| Participation rate | 57.6% | 72.5%-14.9pp | 78.6%-21.0pp | 69.5%-11.9pp |
| Annual return | 25.75% | 35.35%-9.6pp | 69.04%-43.3pp | 81.01%-55.3pp |
| Employer contribution / active EE | $1,063 | $2,116-49.8% | $3,453-69.2% | $2,440-56.4% |
| Participant deferral / active EE | $3,443 | $4,883-29.5% | $5,924-41.9% | $3,608-4.6% |
| Admin fee / account holder | $3,534 | $4,670-24.3% | $7,744-54.4% | $5,124-31.0% |