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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 | $53,571 | $76,371-29.9% | $93,621-42.8% | $72,975-26.6% |
| Participation rate | 63.9% | 71.8%-7.9pp | 75.8%-11.9pp | 69.5%-5.6pp |
| Annual return | 25.08% | 25.82%-0.7pp | 32.76%-7.7pp | 81.01%-55.9pp |
| Employer contribution / active EE | $1,058 | $2,276-53.5% | $2,719-61.1% | $2,440-56.6% |
| Participant deferral / active EE | $2,021 | $3,538-42.9% | $4,070-50.4% | $3,608-44.0% |
| Admin fee / account holder | $2,232 | $6,839-67.4% | $7,890-71.7% | $5,124-56.4% |