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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 | $54,468 | $90,674-39.9% | $96,707-43.7% | $82,448-33.9% |
| Participation rate | 53.1% | 75.9%-22.9pp | 80.4%-27.3pp | 68.1%-15.0pp |
| Annual return | 15.67% | 49.05%-33.4pp | 34.78%-19.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,452 | $3,975-63.5% | $4,191-65.4% | $2,551-43.1% |
| Participant deferral / active EE | $2,019 | $5,696-64.5% | $5,997-66.3% | $4,139-51.2% |
| Admin fee / account holder | $2,460 | $7,568-67.5% | $7,503-67.2% | $7,234-66.0% |