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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 | $46,707 | $59,839-21.9% | $81,991-43.0% | $79,852-41.5% |
| Participation rate | 51.4% | 61.6%-10.2pp | 69.3%-17.9pp | 69.6%-18.2pp |
| Annual return | 16.43% | 17.56%-1.1pp | 41.31%-24.9pp | 31.72%-15.3pp |
| Employer contribution / active EE | $656 | $1,713-61.7% | $2,498-73.8% | $2,471-73.5% |
| Participant deferral / active EE | $1,095 | $2,695-59.4% | $3,722-70.6% | $3,740-70.7% |
| Admin fee / account holder | $5,702 | $4,287+33.0% | $5,665+0.7% | $5,306+7.5% |