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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 | $53,388 | $77,638-31.2% | $156,551-65.9% | $62,881-15.1% |
| Participation rate | 64.0% | 71.2%-7.2pp | 84.0%-20.0pp | 69.3%-5.3pp |
| Annual return | 7.29% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,087 | $3,444-68.4% | $5,501-80.2% | $2,281-52.4% |
| Participant deferral / active EE | $2,820 | $3,046-7.4% | $4,871-42.1% | $3,203-12.0% |
| Admin fee / account holder | $2,151 | $5,561-61.3% | $13,028-83.5% | $4,296-49.9% |