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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 | $48,580 | $56,544-14.1% | $75,501-35.7% | $70,126-30.7% |
| Participation rate | 57.1% | 68.1%-11.0pp | 72.4%-15.2pp | 69.5%-12.4pp |
| Annual return | 21.07% | 23.59%-2.5pp | 27.35%-6.3pp | 73.15%-52.1pp |
| Employer contribution / active EE | $363 | $1,817-80.0% | $2,352-84.6% | $2,343-84.5% |
| Participant deferral / active EE | $2,325 | $2,580-9.9% | $3,142-26.0% | $3,332-30.2% |
| Admin fee / account holder | $3,066 | $3,827-19.9% | $5,801-47.1% | $4,645-34.0% |