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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 | $53,607 | $63,773-15.9% | $81,286-34.1% | $80,925-33.8% |
| Participation rate | 51.6% | 63.9%-12.3pp | 69.5%-17.9pp | 67.7%-16.0pp |
| Annual return | 17.77% | 16.37%+1.4pp | 24.80%-7.0pp | 35.65%-17.9pp |
| Employer contribution / active EE | $1,566 | $1,979-20.9% | $2,463-36.4% | $2,756-43.2% |
| Participant deferral / active EE | $2,585 | $3,093-16.4% | $3,883-33.4% | $4,299-39.9% |
| Admin fee / account holder | $2,375 | $5,682-58.2% | $5,764-58.8% | $6,940-65.8% |