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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 | $65,422 | $103,164-36.6% | $90,259-27.5% | $154,746-57.7% |
| Participation rate | 50.0% | 76.1%-26.1pp | 70.7%-20.7pp | 80.7%-30.7pp |
| Annual return | 21.21% | 19.25%+2.0pp | 18.88%+2.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,517 | $2,532-40.1% | $2,291-33.8% | $4,379-65.4% |
| Participant deferral / active EE | $4,946 | $4,422+11.9% | $3,827+29.3% | $6,730-26.5% |
| Admin fee / account holder | $1,244 | $8,593-85.5% | $7,267-82.9% | $14,365-91.3% |