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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 | $52,768 | $65,364-19.3% | $92,909-43.2% | $72,975-27.7% |
| Participation rate | 56.8% | 68.3%-11.5pp | 76.0%-19.2pp | 69.5%-12.7pp |
| Annual return | 18.79% | 42.11%-23.3pp | 109.44%-90.7pp | 81.01%-62.2pp |
| Employer contribution / active EE | $1,268 | $2,594-51.1% | $3,653-65.3% | $2,440-48.0% |
| Participant deferral / active EE | $2,839 | $3,128-9.2% | $4,238-33.0% | $3,608-21.3% |
| Admin fee / account holder | $2,612 | $4,251-38.6% | $5,795-54.9% | $5,124-49.0% |