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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 | $38,552 | $65,246-40.9% | $98,716-60.9% | $67,986-43.3% |
| Participation rate | 50.4% | 51.4%-1.0pp | 69.3%-18.9pp | 57.2%-6.8pp |
| Annual return | 16.65% | 20.58%-3.9pp | 31.81%-15.2pp | 31.67%-15.0pp |
| Employer contribution / active EE | $879 | $1,042-15.7% | $2,279-61.4% | $2,019-56.5% |
| Participant deferral / active EE | $2,014 | $2,594-22.4% | $4,048-50.3% | $3,358-40.0% |
| Admin fee / account holder | $2,121 | $4,561-53.5% | $8,703-75.6% | $3,203-33.8% |