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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 | $52,639 | $61,605-14.6% | $112,273-53.1% | $75,173-30.0% |
| Participation rate | 48.0% | 61.7%-13.7pp | 72.4%-24.4pp | 67.2%-19.2pp |
| Annual return | 17.30% | 28.47%-11.2pp | 30.23%-12.9pp | 160.72%-143.4pp |
| Employer contribution / active EE | $1,314 | $2,015-34.8% | $3,431-61.7% | $2,671-50.8% |
| Participant deferral / active EE | $2,066 | $3,108-33.5% | $4,800-57.0% | $4,126-49.9% |
| Admin fee / account holder | $4,494 | $4,862-7.6% | $7,752-42.0% | $5,651-20.5% |