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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 | $54,270 | $72,273-24.9% | $101,275-46.4% | $79,856-32.0% |
| Participation rate | 62.2% | 68.5%-6.2pp | 75.8%-13.6pp | 69.6%-7.4pp |
| Annual return | 15.19% | 22.30%-7.1pp | 46.48%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,616 | $2,691-39.9% | $3,660-55.8% | $2,471-34.6% |
| Participant deferral / active EE | $2,740 | $3,282-16.5% | $4,371-37.3% | $3,741-26.8% |
| Admin fee / account holder | $3,506 | $4,401-20.3% | $5,948-41.1% | $5,306-33.9% |