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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 | $58,840 | $95,404-38.3% | $113,397-48.1% | $82,637-28.8% |
| Participation rate | 54.3% | 72.8%-18.5pp | 76.5%-22.2pp | 68.1%-13.8pp |
| Annual return | 14.26% | 19.08%-4.8pp | 23.20%-8.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,391 | $2,307-39.7% | $2,977-53.3% | $2,552-45.5% |
| Participant deferral / active EE | $2,129 | $4,220-49.6% | $5,076-58.1% | $4,126-48.4% |
| Admin fee / account holder | $1,036 | $9,168-88.7% | $11,957-91.3% | $7,339-85.9% |