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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 | $45,869 | $74,535-38.5% | $100,712-54.5% | $82,637-44.5% |
| Participation rate | 54.3% | 61.2%-6.9pp | 69.3%-15.0pp | 68.1%-13.8pp |
| Annual return | 15.97% | 18.92%-3.0pp | 33.27%-17.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,003 | $1,503-33.2% | $2,313-56.6% | $2,552-60.7% |
| Participant deferral / active EE | $1,534 | $3,074-50.1% | $4,085-62.4% | $4,126-62.8% |
| Admin fee / account holder | $8,976 | $6,576+36.5% | $9,256-3.0% | $7,339+22.3% |