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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 | $66,961 | $77,574-13.7% | $108,753-38.4% | $86,983-23.0% |
| Participation rate | 54.2% | 62.3%-8.1pp | 71.1%-16.9pp | 69.5%-15.4pp |
| Annual return | 13.30% | 18.42%-5.1pp | 37.47%-24.2pp | 25.83%-12.5pp |
| Employer contribution / active EE | $1,027 | $1,611-36.2% | $2,427-57.7% | $2,584-60.3% |
| Participant deferral / active EE | $2,768 | $3,128-11.5% | $4,115-32.7% | $4,194-34.0% |
| Admin fee / account holder | $4,746 | $6,529-27.3% | $10,320-54.0% | $7,856-39.6% |