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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 | $69,444-21.3% | $92,985-41.2% | $87,485-37.5% |
| Participation rate | 46.7% | 63.3%-16.6pp | 69.5%-22.8pp | 68.9%-22.3pp |
| Annual return | 14.22% | 23.85%-9.6pp | 27.99%-13.8pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,238 | $1,917-35.4% | $2,662-53.5% | $2,596-52.3% |
| Participant deferral / active EE | $2,355 | $3,364-30.0% | $4,377-46.2% | $4,274-44.9% |
| Admin fee / account holder | $4,766 | $6,137-22.3% | $9,463-49.6% | $7,775-38.7% |