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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 | $62,369 | $81,358-23.3% | $155,556-59.9% | $80,959-23.0% |
| Participation rate | 53.6% | 66.3%-12.7pp | 78.2%-24.7pp | 67.7%-14.1pp |
| Annual return | 15.22% | 33.39%-18.2pp | 64.84%-49.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,531 | $3,106-50.7% | $4,675-67.3% | $2,757-44.5% |
| Participant deferral / active EE | $3,603 | $3,455+4.3% | $5,631-36.0% | $4,300-16.2% |
| Admin fee / account holder | $608 | $7,994-92.4% | $15,885-96.2% | $6,925-91.2% |