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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 | $57,140 | $73,978-22.8% | $96,515-40.8% | $75,173-24.0% |
| Participation rate | 53.7% | 66.4%-12.7pp | 74.3%-20.6pp | 67.2%-13.5pp |
| Annual return | 20.42% | 26.72%-6.3pp | 35.73%-15.3pp | 160.72%-140.3pp |
| Employer contribution / active EE | $1,474 | $2,931-49.7% | $3,740-60.6% | $2,671-44.8% |
| Participant deferral / active EE | $2,854 | $3,660-22.0% | $4,880-41.5% | $4,126-30.8% |
| Admin fee / account holder | $2,281 | $5,219-56.3% | $6,735-66.1% | $5,651-59.6% |