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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 | $56,124 | $72,273-22.3% | $101,275-44.6% | $79,856-29.7% |
| Participation rate | 59.6% | 68.5%-8.8pp | 75.8%-16.2pp | 69.6%-10.0pp |
| Annual return | 18.51% | 22.30%-3.8pp | 46.48%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,589 | $2,691-40.9% | $3,660-56.6% | $2,471-35.7% |
| Participant deferral / active EE | $2,484 | $3,282-24.3% | $4,371-43.2% | $3,741-33.6% |
| Admin fee / account holder | $2,973 | $4,401-32.4% | $5,948-50.0% | $5,306-44.0% |