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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 | $55,966 | $77,472-27.8% | $100,415-44.3% | $80,959-30.9% |
| Participation rate | 67.5% | 76.9%-9.4pp | 81.5%-14.0pp | 67.7%-0.2pp |
| Annual return | 15.75% | 37.26%-21.5pp | 49.47%-33.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,318 | $2,800-52.9% | $3,943-66.6% | $2,757-52.2% |
| Participant deferral / active EE | $3,082 | $6,818-54.8% | $8,091-61.9% | $4,300-28.3% |
| Admin fee / account holder | $1,815 | $5,885-69.2% | $7,906-77.0% | $6,925-73.8% |