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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 | $61,854 | $73,978-16.4% | $96,515-35.9% | $75,173-17.7% |
| Participation rate | 56.1% | 66.4%-10.3pp | 74.3%-18.2pp | 67.2%-11.1pp |
| Annual return | 15.10% | 26.72%-11.6pp | 35.73%-20.6pp | 160.72%-145.6pp |
| Employer contribution / active EE | $1,196 | $2,931-59.2% | $3,740-68.0% | $2,671-55.2% |
| Participant deferral / active EE | $2,095 | $3,660-42.8% | $4,880-57.1% | $4,126-49.2% |
| Admin fee / account holder | $3,093 | $5,219-40.7% | $6,735-54.1% | $5,651-45.3% |