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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 | $61,424 | $76,834-20.1% | $108,359-43.3% | $87,485-29.8% |
| Participation rate | 52.4% | 61.7%-9.3pp | 70.1%-17.7pp | 68.9%-16.5pp |
| Annual return | 14.00% | 19.09%-5.1pp | 36.89%-22.9pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,066 | $1,556-31.5% | $2,399-55.6% | $2,596-59.0% |
| Participant deferral / active EE | $3,220 | $3,100+3.9% | $4,137-22.2% | $4,274-24.7% |
| Admin fee / account holder | $1,141 | $6,537-82.6% | $9,741-88.3% | $7,775-85.3% |