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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 | $53,311 | $76,407-30.2% | $150,298-64.5% | $82,448-35.3% |
| Participation rate | 63.8% | 66.4%-2.6pp | 77.8%-14.0pp | 68.1%-4.3pp |
| Annual return | 15.07% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,464 | $2,614-44.0% | $4,154-64.8% | $2,551-42.6% |
| Participant deferral / active EE | $2,437 | $3,214-24.2% | $5,453-55.3% | $4,139-41.1% |
| Admin fee / account holder | $4,126 | $6,352-35.0% | $14,116-70.8% | $7,234-43.0% |