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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 | $58,320 | $65,367-10.8% | $92,915-37.2% | $72,976-20.1% |
| Participation rate | 64.0% | 68.3%-4.3pp | 76.0%-12.0pp | 69.5%-5.5pp |
| Annual return | 20.67% | 42.11%-21.4pp | 109.45%-88.8pp | 81.02%-60.3pp |
| Employer contribution / active EE | $1,711 | $2,594-34.1% | $3,653-53.2% | $2,440-29.9% |
| Participant deferral / active EE | $2,767 | $3,128-11.6% | $4,238-34.7% | $3,608-23.3% |
| Admin fee / account holder | $2,215 | $4,251-47.9% | $5,796-61.8% | $5,124-56.8% |