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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 | $54,558 | $76,383-28.6% | $121,663-55.2% | $64,340-15.2% |
| Participation rate | 54.2% | 60.4%-6.3pp | 74.5%-20.3pp | 55.2%-1.1pp |
| Annual return | 15.61% | 16.98%-1.4pp | 147.54%-131.9pp | 24.14%-8.5pp |
| Employer contribution / active EE | $1,236 | $1,943-36.4% | $3,020-59.1% | $1,862-33.6% |
| Participant deferral / active EE | $2,404 | $3,149-23.7% | $4,887-50.8% | $2,980-19.3% |
| Admin fee / account holder | $2,749 | $4,142-33.6% | $14,289-80.8% | $3,703-25.8% |