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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 | $64,547 | $106,749-39.5% | $145,433-55.6% | $82,448-21.7% |
| Participation rate | 52.9% | 75.6%-22.7pp | 82.1%-29.2pp | 68.1%-15.1pp |
| Annual return | 19.66% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,483 | $3,444-56.9% | $4,554-67.4% | $2,551-41.9% |
| Participant deferral / active EE | $3,418 | $6,519-47.6% | $7,897-56.7% | $4,139-17.4% |
| Admin fee / account holder | $2,302 | $8,390-72.6% | $13,129-82.5% | $7,234-68.2% |