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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 | $51,427 | $110,137-53.3% | $161,149-68.1% | $82,637-37.8% |
| Participation rate | 61.0% | 72.4%-11.4pp | 78.8%-17.9pp | 68.1%-7.1pp |
| Annual return | 17.29% | 20.69%-3.4pp | 21.16%-3.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,210 | $2,856-57.6% | $4,360-72.3% | $2,552-52.6% |
| Participant deferral / active EE | $2,765 | $4,575-39.5% | $6,153-55.1% | $4,126-33.0% |
| Admin fee / account holder | $955 | $9,467-89.9% | $15,194-93.7% | $7,339-87.0% |