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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 | $52,364 | $95,404-45.1% | $113,397-53.8% | $82,637-36.6% |
| Participation rate | 62.8% | 72.8%-10.0pp | 76.5%-13.7pp | 68.1%-5.2pp |
| Annual return | 20.01% | 19.08%+0.9pp | 23.20%-3.2pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,787 | $2,307-22.5% | $2,977-40.0% | $2,552-30.0% |
| Participant deferral / active EE | $2,821 | $4,220-33.1% | $5,076-44.4% | $4,126-31.6% |
| Admin fee / account holder | $1,508 | $9,168-83.6% | $11,957-87.4% | $7,339-79.5% |