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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 | $53,226 | $72,492-26.6% | $87,102-38.9% | $72,983-27.1% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.9%-15.3pp | 69.5%-7.9pp |
| Annual return | 19.01% | 24.46%-5.4pp | 28.19%-9.2pp | 81.01%-62.0pp |
| Employer contribution / active EE | $1,344 | $1,894-29.0% | $2,521-46.7% | $2,440-44.9% |
| Participant deferral / active EE | $2,462 | $3,270-24.7% | $4,048-39.2% | $3,608-31.8% |
| Admin fee / account holder | $4,995 | $5,055-1.2% | $7,491-33.3% | $5,124-2.5% |