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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 | $58,156 | $92,798-37.3% | $96,707-39.9% | $137,256-57.6% |
| Participation rate | 57.1% | 81.6%-24.5pp | 80.4%-23.2pp | 80.0%-22.8pp |
| Annual return | 15.85% | 31.24%-15.4pp | 34.78%-18.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,810 | $4,147-56.4% | $4,191-56.8% | $4,156-56.5% |
| Participant deferral / active EE | $2,184 | $5,877-62.8% | $5,997-63.6% | $6,407-65.9% |
| Admin fee / account holder | $427 | $7,946-94.6% | $7,503-94.3% | $12,270-96.5% |