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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 | $52,411 | $81,331-35.6% | $155,534-66.3% | $80,935-35.2% |
| Participation rate | 64.7% | 66.3%-1.5pp | 78.2%-13.5pp | 67.7%-3.0pp |
| Annual return | 16.54% | 33.37%-16.8pp | 64.92%-48.4pp | 35.66%-19.1pp |
| Employer contribution / active EE | $1,652 | $3,105-46.8% | $4,675-64.7% | $2,757-40.1% |
| Participant deferral / active EE | $2,705 | $3,454-21.7% | $5,630-52.0% | $4,299-37.1% |
| Admin fee / account holder | $429 | $7,999-94.6% | $15,900-97.3% | $6,924-93.8% |