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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 | $58,696 | $72,492-19.0% | $87,104-32.6% | $72,975-19.6% |
| Participation rate | 55.4% | 72.8%-17.4pp | 76.9%-21.4pp | 69.5%-14.1pp |
| Annual return | 17.68% | 24.46%-6.8pp | 28.19%-10.5pp | 81.01%-63.3pp |
| Employer contribution / active EE | $1,314 | $1,894-30.6% | $2,521-47.9% | $2,440-46.2% |
| Participant deferral / active EE | $2,368 | $3,270-27.6% | $4,048-41.5% | $3,608-34.4% |
| Admin fee / account holder | $3,802 | $5,055-24.8% | $7,491-49.2% | $5,124-25.8% |