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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 | $63,514 | $73,978-14.1% | $96,515-34.2% | $75,173-15.5% |
| Participation rate | 34.7% | 66.4%-31.7pp | 74.3%-39.7pp | 67.2%-32.5pp |
| Annual return | 13.64% | 26.72%-13.1pp | 35.73%-22.1pp | 160.72%-147.1pp |
| Employer contribution / active EE | $1,653 | $2,931-43.6% | $3,740-55.8% | $2,671-38.1% |
| Participant deferral / active EE | $2,880 | $3,660-21.3% | $4,880-41.0% | $4,126-30.2% |
| Admin fee / account holder | $1,704 | $5,219-67.3% | $6,735-74.7% | $5,651-69.8% |