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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 | $55,009 | $76,367-28.0% | $93,614-41.2% | $72,983-24.6% |
| Participation rate | 52.0% | 71.7%-19.7pp | 75.8%-23.8pp | 69.5%-17.5pp |
| Annual return | 25.25% | 25.82%-0.6pp | 32.76%-7.5pp | 81.01%-55.8pp |
| Employer contribution / active EE | $1,168 | $2,275-48.7% | $2,718-57.0% | $2,440-52.1% |
| Participant deferral / active EE | $2,790 | $3,538-21.1% | $4,069-31.4% | $3,608-22.7% |
| Admin fee / account holder | $3,520 | $6,838-48.5% | $7,889-55.4% | $5,124-31.3% |