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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 | $95,959-39.4% | $97,411-40.3% | $138,895-58.1% |
| Participation rate | 57.1% | 81.8%-24.7pp | 80.4%-23.2pp | 79.9%-22.8pp |
| Annual return | 15.85% | 29.30%-13.4pp | 34.72%-18.9pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,810 | $4,278-57.7% | $4,210-57.0% | $4,194-56.8% |
| Participant deferral / active EE | $2,184 | $5,876-62.8% | $5,886-62.9% | $6,396-65.9% |
| Admin fee / account holder | $427 | $7,555-94.3% | $7,145-94.0% | $12,562-96.6% |