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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 | $51,212 | $87,106-41.2% | $105,607-51.5% | $80,935-36.7% |
| Participation rate | 58.7% | 70.4%-11.7pp | 75.3%-16.6pp | 67.7%-9.0pp |
| Annual return | 12.84% | 17.01%-4.2pp | 116.11%-103.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,482 | $2,396-38.2% | $3,167-53.2% | $2,757-46.2% |
| Participant deferral / active EE | $2,840 | $3,986-28.8% | $5,011-43.3% | $4,299-33.9% |
| Admin fee / account holder | $4,770 | $8,447-43.5% | $10,958-56.5% | $6,924-31.1% |