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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 | $48,619 | $95,404-49.0% | $113,397-57.1% | $82,637-41.2% |
| Participation rate | 58.1% | 72.8%-14.8pp | 76.5%-18.4pp | 68.1%-10.0pp |
| Annual return | 17.02% | 19.08%-2.1pp | 23.20%-6.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,230 | $2,307-46.7% | $2,977-58.7% | $2,552-51.8% |
| Participant deferral / active EE | $2,880 | $4,220-31.8% | $5,076-43.3% | $4,126-30.2% |
| Admin fee / account holder | $2,197 | $9,168-76.0% | $11,957-81.6% | $7,339-70.1% |