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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 | $61,051 | $73,978-17.5% | $96,515-36.7% | $75,173-18.8% |
| Participation rate | 52.0% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.2pp |
| Annual return | 24.18% | 26.72%-2.5pp | 35.73%-11.5pp | 160.72%-136.5pp |
| Employer contribution / active EE | $1,604 | $2,931-45.3% | $3,740-57.1% | $2,671-39.9% |
| Participant deferral / active EE | $2,661 | $3,660-27.3% | $4,880-45.5% | $4,126-35.5% |
| Admin fee / account holder | $7,072 | $5,219+35.5% | $6,735+5.0% | $5,651+25.2% |