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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 | $49,644 | $59,804-17.0% | $81,982-39.4% | $79,856-37.8% |
| Participation rate | 54.0% | 61.6%-7.7pp | 69.3%-15.3pp | 69.6%-15.7pp |
| Annual return | 16.42% | 17.56%-1.1pp | 41.31%-24.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,346 | $1,713-21.4% | $2,498-46.1% | $2,471-45.5% |
| Participant deferral / active EE | $2,460 | $2,695-8.7% | $3,722-33.9% | $3,741-34.2% |
| Admin fee / account holder | $542 | $4,288-87.4% | $5,665-90.4% | $5,306-89.8% |