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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 | $54,672 | $58,627-6.7% | $76,735-28.8% | $82,448-33.7% |
| Participation rate | 46.7% | 63.2%-16.6pp | 69.5%-22.8pp | 68.1%-21.4pp |
| Annual return | 14.22% | 39.10%-24.9pp | 29.77%-15.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,238 | $1,729-28.4% | $2,454-49.6% | $2,551-51.5% |
| Participant deferral / active EE | $2,355 | $3,134-24.9% | $4,088-42.4% | $4,139-43.1% |
| Admin fee / account holder | $4,766 | $5,323-10.5% | $7,189-33.7% | $7,234-34.1% |