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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 | $95,404-40.8% | $113,397-50.2% | $82,637-31.6% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.5%-19.4pp | 68.1%-10.9pp |
| Annual return | 14.58% | 19.08%-4.5pp | 23.20%-8.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,619 | $2,307-29.8% | $2,977-45.6% | $2,552-36.6% |
| Participant deferral / active EE | $2,859 | $4,220-32.3% | $5,076-43.7% | $4,126-30.7% |
| Admin fee / account holder | $2,452 | $9,168-73.3% | $11,957-79.5% | $7,339-66.6% |