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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 | $65,752 | $74,535-11.8% | $100,712-34.7% | $82,637-20.4% |
| Participation rate | 52.8% | 61.2%-8.3pp | 69.3%-16.4pp | 68.1%-15.2pp |
| Annual return | 16.56% | 18.92%-2.4pp | 33.27%-16.7pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,216 | $1,503-19.1% | $2,313-47.4% | $2,552-52.4% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,376 | $6,576-79.1% | $9,256-85.1% | $7,339-81.3% |