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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 | $52,462 | $54,757-4.2% | $90,300-41.9% | $72,983-28.1% |
| Participation rate | 53.7% | 65.1%-11.4pp | 73.3%-19.5pp | 69.5%-15.8pp |
| Annual return | 20.35% | 30.63%-10.3pp | 78.11%-57.8pp | 81.01%-60.7pp |
| Employer contribution / active EE | $885 | $2,092-57.7% | $2,854-69.0% | $2,440-63.7% |
| Participant deferral / active EE | $1,858 | $2,887-35.7% | $3,884-52.2% | $3,608-48.5% |
| Admin fee / account holder | $929 | $3,972-76.6% | $5,353-82.7% | $5,124-81.9% |