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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 | $54,016 | $77,814-30.6% | $158,223-65.9% | $86,983-37.9% |
| Participation rate | 66.7% | 68.4%-1.7pp | 79.2%-12.5pp | 69.5%-2.9pp |
| Annual return | 16.05% | 30.54%-14.5pp | 52.09%-36.0pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,314 | $2,592-49.3% | $4,109-68.0% | $2,584-49.1% |
| Participant deferral / active EE | $3,438 | $3,270+5.2% | $5,467-37.1% | $4,194-18.0% |
| Admin fee / account holder | $920 | $5,879-84.3% | $16,047-94.3% | $7,856-88.3% |