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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 | $95,453-44.3% | $112,040-52.5% | $82,448-35.5% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.5%-8.9pp | 68.1%-0.5pp |
| Annual return | 16.31% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,475 | $2,318-36.3% | $2,954-50.1% | $2,551-42.2% |
| Participant deferral / active EE | $2,418 | $4,224-42.7% | $5,098-52.6% | $4,139-41.6% |
| Admin fee / account holder | $2,085 | $9,013-76.9% | $12,098-82.8% | $7,234-71.2% |