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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 | $53,206 | $67,602-21.3% | $82,312-35.4% | $70,126-24.1% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 18.56% | 21.57%-3.0pp | 25.88%-7.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,153 | $1,755-34.3% | $2,428-52.5% | $2,343-50.8% |
| Participant deferral / active EE | $2,962 | $2,987-0.8% | $3,706-20.1% | $3,332-11.1% |
| Admin fee / account holder | $1,762 | $4,512-61.0% | $5,608-68.6% | $4,645-62.1% |