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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 | $50,474 | $88,996-43.3% | $78,004-35.3% | $138,895-63.7% |
| Participation rate | 64.3% | 74.4%-10.1pp | 69.4%-5.2pp | 79.9%-15.6pp |
| Annual return | 14.53% | 28.03%-13.5pp | 31.07%-16.5pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,280 | $2,917-56.1% | $2,469-48.2% | $4,194-69.5% |
| Participant deferral / active EE | $1,918 | $4,724-59.4% | $4,092-53.1% | $6,396-70.0% |
| Admin fee / account holder | $1,004 | $8,807-88.6% | $7,578-86.7% | $12,562-92.0% |