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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 | $52,169 | $76,407-31.7% | $150,298-65.3% | $82,448-36.7% |
| Participation rate | 62.9% | 66.4%-3.5pp | 77.8%-14.9pp | 68.1%-5.2pp |
| Annual return | 13.74% | 39.99%-26.3pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,280 | $2,614-51.0% | $4,154-69.2% | $2,551-49.8% |
| Participant deferral / active EE | $1,461 | $3,214-54.5% | $5,453-73.2% | $4,139-64.7% |
| Admin fee / account holder | $1,359 | $6,352-78.6% | $14,116-90.4% | $7,234-81.2% |