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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 | $55,663 | $95,404-41.7% | $113,397-50.9% | $82,637-32.6% |
| Participation rate | 61.1% | 72.8%-11.7pp | 76.5%-15.4pp | 68.1%-6.9pp |
| Annual return | 16.93% | 19.08%-2.1pp | 23.20%-6.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,399 | $2,307-39.4% | $2,977-53.0% | $2,552-45.2% |
| Participant deferral / active EE | $2,541 | $4,220-39.8% | $5,076-49.9% | $4,126-38.4% |
| Admin fee / account holder | $3,898 | $9,168-57.5% | $11,957-67.4% | $7,339-46.9% |