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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 | $60,953 | $72,273-15.7% | $101,275-39.8% | $79,856-23.7% |
| Participation rate | 51.1% | 68.5%-17.4pp | 75.8%-24.7pp | 69.6%-18.6pp |
| Annual return | 11.04% | 22.30%-11.3pp | 46.48%-35.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,659 | $2,691-38.4% | $3,660-54.7% | $2,471-32.9% |
| Participant deferral / active EE | $3,513 | $3,282+7.1% | $4,371-19.6% | $3,741-6.1% |
| Admin fee / account holder | $639 | $4,401-85.5% | $5,948-89.3% | $5,306-88.0% |