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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 | $56,380 | $80,992-30.4% | $96,534-41.6% | $75,173-25.0% |
| Participation rate | 61.3% | 71.8%-10.5pp | 76.0%-14.7pp | 67.2%-5.9pp |
| Annual return | 13.10% | 27.05%-13.9pp | 25.88%-12.8pp | 160.72%-147.6pp |
| Employer contribution / active EE | $1,522 | $2,283-33.3% | $2,965-48.7% | $2,671-43.0% |
| Participant deferral / active EE | $2,861 | $3,929-27.2% | $4,851-41.0% | $4,126-30.7% |
| Admin fee / account holder | $4,827 | $6,717-28.1% | $8,253-41.5% | $5,651-14.6% |