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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 | $77,574-20.8% | $108,753-43.5% | $86,983-29.4% |
| Participation rate | 52.4% | 62.3%-9.9pp | 71.1%-18.6pp | 69.5%-17.1pp |
| Annual return | 14.00% | 18.42%-4.4pp | 37.47%-23.5pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,066 | $1,611-33.8% | $2,427-56.1% | $2,584-58.8% |
| Participant deferral / active EE | $3,220 | $3,128+2.9% | $4,115-21.7% | $4,194-23.2% |
| Admin fee / account holder | $1,141 | $6,529-82.5% | $10,320-88.9% | $7,856-85.5% |