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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 | $64,462-16.8% | $81,482-34.2% | $80,911-33.7% |
| Participation rate | 51.6% | 63.9%-12.3pp | 69.5%-17.9pp | 67.6%-16.0pp |
| Annual return | 17.77% | 16.35%+1.4pp | 24.79%-7.0pp | 35.63%-17.9pp |
| Employer contribution / active EE | $1,566 | $1,979-20.8% | $2,463-36.4% | $2,756-43.2% |
| Participant deferral / active EE | $2,585 | $3,094-16.4% | $3,885-33.5% | $4,297-39.8% |
| Admin fee / account holder | $2,375 | $5,678-58.2% | $5,761-58.8% | $6,935-65.8% |