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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 | $52,528 | $86,940-39.6% | $102,434-48.7% | $80,935-35.1% |
| Participation rate | 57.9% | 72.4%-14.5pp | 76.5%-18.6pp | 67.7%-9.8pp |
| Annual return | 15.74% | 18.89%-3.1pp | 29.46%-13.7pp | 35.66%-19.9pp |
| Employer contribution / active EE | $1,266 | $2,370-46.6% | $3,023-58.1% | $2,757-54.1% |
| Participant deferral / active EE | $3,497 | $4,121-15.1% | $5,055-30.8% | $4,299-18.7% |
| Admin fee / account holder | $3,077 | $8,047-61.8% | $9,462-67.5% | $6,924-55.6% |