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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 | $56,499 | $100,194-43.6% | $122,979-54.1% | $86,983-35.0% |
| Participation rate | 57.1% | 73.0%-15.8pp | 77.2%-20.0pp | 69.5%-12.4pp |
| Annual return | 14.58% | 16.47%-1.9pp | 20.12%-5.5pp | 25.83%-11.2pp |
| Employer contribution / active EE | $1,619 | $2,326-30.4% | $3,062-47.1% | $2,584-37.4% |
| Participant deferral / active EE | $2,859 | $4,133-30.8% | $5,003-42.9% | $4,194-31.8% |
| Admin fee / account holder | $2,452 | $10,148-75.8% | $12,864-80.9% | $7,856-68.8% |