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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 | $53,193 | $97,550-45.5% | $120,344-55.8% | $87,485-39.2% |
| Participation rate | 67.6% | 72.8%-5.3pp | 76.7%-9.1pp | 68.9%-1.4pp |
| Annual return | 16.31% | 18.41%-2.1pp | 20.30%-4.0pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,475 | $2,291-35.6% | $3,020-51.2% | $2,596-43.2% |
| Participant deferral / active EE | $2,418 | $4,230-42.8% | $5,135-52.9% | $4,274-43.4% |
| Admin fee / account holder | $2,085 | $9,543-78.2% | $12,742-83.6% | $7,775-73.2% |