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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 | $67,578 | $76,367-11.5% | $93,614-27.8% | $72,983-7.4% |
| Participation rate | 51.6% | 71.7%-20.1pp | 75.8%-24.2pp | 69.5%-17.9pp |
| Annual return | 19.02% | 25.82%-6.8pp | 32.76%-13.7pp | 81.01%-62.0pp |
| Employer contribution / active EE | $1,353 | $2,275-40.5% | $2,718-50.2% | $2,440-44.6% |
| Participant deferral / active EE | $2,693 | $3,538-23.9% | $4,069-33.8% | $3,608-25.4% |
| Admin fee / account holder | $1,679 | $6,838-75.4% | $7,889-78.7% | $5,124-67.2% |