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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 | $53,841 | $69,273-22.3% | $90,796-40.7% | $82,637-34.8% |
| Participation rate | 44.8% | 64.0%-19.2pp | 69.5%-24.7pp | 68.1%-23.2pp |
| Annual return | 17.60% | 18.37%-0.8pp | 19.29%-1.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,491 | $1,865-20.1% | $2,294-35.0% | $2,552-41.6% |
| Participant deferral / active EE | $3,030 | $3,047-0.6% | $3,822-20.7% | $4,126-26.6% |
| Admin fee / account holder | $7,664 | $5,511+39.1% | $7,024+9.1% | $7,339+4.4% |