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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 | $64,577 | $72,269-10.6% | $101,271-36.2% | $79,852-19.1% |
| Participation rate | 53.1% | 68.5%-15.4pp | 75.8%-22.7pp | 69.6%-16.6pp |
| Annual return | 13.40% | 22.29%-8.9pp | 46.48%-33.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $1,344 | $2,692-50.1% | $3,660-63.3% | $2,471-45.6% |
| Participant deferral / active EE | $1,988 | $3,282-39.4% | $4,371-54.5% | $3,740-46.8% |
| Admin fee / account holder | $1,827 | $4,401-58.5% | $5,948-69.3% | $5,306-65.6% |