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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 | $51,158 | $55,932-8.5% | $76,735-33.3% | $67,986-24.8% |
| Participation rate | 45.3% | 50.8%-5.5pp | 69.5%-24.2pp | 57.2%-11.9pp |
| Annual return | 17.08% | 23.10%-6.0pp | 29.77%-12.7pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,241 | $1,487-16.5% | $2,454-49.4% | $2,019-38.5% |
| Participant deferral / active EE | $2,089 | $2,558-18.3% | $4,088-48.9% | $3,358-37.8% |
| Admin fee / account holder | $3,784 | $4,907-22.9% | $7,189-47.4% | $3,203+18.1% |