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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 | $47,001 | $58,493-19.6% | $84,021-44.1% | $72,975-35.6% |
| Participation rate | 53.2% | 61.2%-8.0pp | 69.0%-15.8pp | 69.5%-16.3pp |
| Annual return | 22.46% | 28.93%-6.5pp | 71.32%-48.9pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,096 | $1,163-5.8% | $1,984-44.8% | $2,440-55.1% |
| Participant deferral / active EE | $2,439 | $2,394+1.9% | $3,239-24.7% | $3,608-32.4% |
| Admin fee / account holder | $346 | $4,569-92.4% | $6,102-94.3% | $5,124-93.3% |