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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 | $51,573 | $81,358-36.6% | $155,556-66.8% | $80,959-36.3% |
| Participation rate | 62.2% | 66.3%-4.0pp | 78.2%-16.0pp | 67.7%-5.4pp |
| Annual return | 17.79% | 33.39%-15.6pp | 64.84%-47.1pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,156 | $3,106-62.8% | $4,675-75.3% | $2,757-58.1% |
| Participant deferral / active EE | $3,316 | $3,455-4.0% | $5,631-41.1% | $4,300-22.9% |
| Admin fee / account holder | $5,836 | $7,994-27.0% | $15,885-63.3% | $6,925-15.7% |