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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 | $56,615 | $81,358-30.4% | $155,556-63.6% | $80,959-30.1% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 14.76% | 33.39%-18.6pp | 64.84%-50.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,375 | $3,106-55.7% | $4,675-70.6% | $2,757-50.1% |
| Participant deferral / active EE | $3,394 | $3,455-1.8% | $5,631-39.7% | $4,300-21.1% |
| Admin fee / account holder | $4,907 | $7,994-38.6% | $15,885-69.1% | $6,925-29.1% |