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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 | $52,018 | $70,486-26.2% | $100,528-48.3% | $79,852-34.9% |
| Participation rate | 47.2% | 73.6%-26.4pp | 79.4%-32.2pp | 69.6%-22.4pp |
| Annual return | 16.87% | 21.90%-5.0pp | 30.90%-14.0pp | 31.72%-14.9pp |
| Employer contribution / active EE | $1,226 | $2,165-43.4% | $3,419-64.1% | $2,471-50.4% |
| Participant deferral / active EE | $2,812 | $5,182-45.7% | $6,271-55.2% | $3,740-24.8% |
| Admin fee / account holder | $1,566 | $4,480-65.1% | $8,084-80.6% | $5,306-70.5% |