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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 | $56,564 | $81,331-30.5% | $155,534-63.6% | $80,935-30.1% |
| Participation rate | 51.9% | 66.3%-14.4pp | 78.2%-26.4pp | 67.7%-15.8pp |
| Annual return | 14.59% | 33.37%-18.8pp | 64.92%-50.3pp | 35.66%-21.1pp |
| Employer contribution / active EE | $2,516 | $3,105-18.9% | $4,675-46.2% | $2,757-8.7% |
| Participant deferral / active EE | $2,086 | $3,454-39.6% | $5,630-62.9% | $4,299-51.5% |
| Admin fee / account holder | $2,290 | $7,999-71.4% | $15,900-85.6% | $6,924-66.9% |