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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 | $48,443 | $58,493-17.2% | $84,021-42.3% | $72,975-33.6% |
| Participation rate | 55.6% | 61.2%-5.7pp | 69.0%-13.5pp | 69.5%-13.9pp |
| Annual return | 21.44% | 28.93%-7.5pp | 71.32%-49.9pp | 81.01%-59.6pp |
| Employer contribution / active EE | $958 | $1,163-17.6% | $1,984-51.7% | $2,440-60.7% |
| Participant deferral / active EE | $1,366 | $2,394-42.9% | $3,239-57.8% | $3,608-62.1% |
| Admin fee / account holder | $2,514 | $4,569-45.0% | $6,102-58.8% | $5,124-50.9% |