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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 | $56,138 | $72,273-22.3% | $101,275-44.6% | $79,856-29.7% |
| Participation rate | 56.0% | 68.5%-12.5pp | 75.8%-19.8pp | 69.6%-13.6pp |
| Annual return | 13.19% | 22.30%-9.1pp | 46.48%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,637 | $2,691-39.2% | $3,660-55.3% | $2,471-33.8% |
| Participant deferral / active EE | $2,632 | $3,282-19.8% | $4,371-39.8% | $3,741-29.6% |
| Admin fee / account holder | $2,356 | $4,401-46.5% | $5,948-60.4% | $5,306-55.6% |