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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 | $56,088 | $94,031-40.4% | $115,768-51.6% | $82,448-32.0% |
| Participation rate | 53.1% | 70.4%-17.3pp | 74.4%-21.3pp | 68.1%-14.9pp |
| Annual return | 15.38% | 20.61%-5.2pp | 100.46%-85.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,693 | $2,323-27.1% | $2,940-42.4% | $2,551-33.6% |
| Participant deferral / active EE | $2,851 | $3,972-28.2% | $4,917-42.0% | $4,139-31.1% |
| Admin fee / account holder | $11,811 | $10,249+15.2% | $12,439-5.0% | $7,234+63.3% |