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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 | $51,025 | $55,932-8.8% | $76,735-33.5% | $67,986-24.9% |
| Participation rate | 49.6% | 50.8%-1.2pp | 69.5%-19.9pp | 57.2%-7.6pp |
| Annual return | 21.00% | 23.10%-2.1pp | 29.77%-8.8pp | 31.67%-10.7pp |
| Employer contribution / active EE | $1,966 | $1,487+32.2% | $2,454-19.9% | $2,019-2.6% |
| Participant deferral / active EE | $3,858 | $2,558+50.8% | $4,088-5.6% | $3,358+14.9% |
| Admin fee / account holder | $1,441 | $4,907-70.6% | $7,189-79.9% | $3,203-55.0% |