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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 | $56,749 | $46,877+21.1% | $122,354-53.6% | $70,126-19.1% |
| Participation rate | 56.5% | 58.2%-1.8pp | 71.6%-15.2pp | 69.5%-13.1pp |
| Annual return | 16.21% | 24.22%-8.0pp | 30.28%-14.1pp | 73.15%-56.9pp |
| Employer contribution / active EE | $936 | $1,288-27.3% | $4,051-76.9% | $2,343-60.0% |
| Participant deferral / active EE | $2,014 | $2,167-7.1% | $3,287-38.7% | $3,332-39.5% |
| Admin fee / account holder | $2,867 | $3,324-13.7% | $5,479-47.7% | $4,645-38.3% |