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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 | $53,497 | $57,590-7.1% | $86,233-38.0% | $82,448-35.1% |
| Participation rate | 43.5% | 57.9%-14.3pp | 69.0%-25.5pp | 68.1%-24.5pp |
| Annual return | 15.43% | 22.41%-7.0pp | 61.39%-46.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,002 | $1,655-39.5% | $2,504-60.0% | $2,551-60.7% |
| Participant deferral / active EE | $1,890 | $3,080-38.6% | $4,559-58.5% | $4,139-54.3% |
| Admin fee / account holder | $5,601 | $4,730+18.4% | $8,342-32.9% | $7,234-22.6% |