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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 | $81,262-23.2% | $155,602-59.9% | $80,911-22.9% |
| Participation rate | 53.6% | 66.2%-12.7pp | 78.2%-24.6pp | 67.6%-14.1pp |
| Annual return | 15.22% | 33.34%-18.1pp | 64.81%-49.6pp | 35.63%-20.4pp |
| Employer contribution / active EE | $1,531 | $3,102-50.7% | $4,675-67.3% | $2,756-44.5% |
| Participant deferral / active EE | $3,603 | $3,451+4.4% | $5,629-36.0% | $4,297-16.1% |
| Admin fee / account holder | $608 | $7,992-92.4% | $15,923-96.2% | $6,935-91.2% |