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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 | $55,057 | $57,590-4.4% | $86,233-36.2% | $82,448-33.2% |
| Participation rate | 52.4% | 57.9%-5.5pp | 69.0%-16.6pp | 68.1%-15.7pp |
| Annual return | 17.20% | 22.41%-5.2pp | 61.39%-44.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,275 | $1,655-23.0% | $2,504-49.1% | $2,551-50.0% |
| Participant deferral / active EE | $1,980 | $3,080-35.7% | $4,559-56.6% | $4,139-52.2% |
| Admin fee / account holder | $769 | $4,730-83.7% | $8,342-90.8% | $7,234-89.4% |