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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 | $54,511 | $81,358-33.0% | $155,556-65.0% | $80,959-32.7% |
| Participation rate | 51.9% | 66.3%-14.3pp | 78.2%-26.3pp | 67.7%-15.7pp |
| Annual return | 12.54% | 33.39%-20.9pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,644 | $3,106-47.1% | $4,675-64.8% | $2,757-40.4% |
| Participant deferral / active EE | $3,187 | $3,455-7.8% | $5,631-43.4% | $4,300-25.9% |
| Admin fee / account holder | $5,082 | $7,994-36.4% | $15,885-68.0% | $6,925-26.6% |