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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 | $49,202 | $95,904-48.7% | $173,730-71.7% | $64,340-23.5% |
| Participation rate | 54.3% | 60.6%-6.3pp | 79.6%-25.2pp | 55.2%-0.9pp |
| Annual return | 18.38% | 17.47%+0.9pp | 19.96%-1.6pp | 24.14%-5.8pp |
| Employer contribution / active EE | $896 | $2,323-61.4% | $4,577-80.4% | $1,862-51.9% |
| Participant deferral / active EE | $3,382 | $3,488-3.0% | $6,326-46.5% | $2,980+13.5% |
| Admin fee / account holder | $433 | $5,089-91.5% | $17,523-97.5% | $3,703-88.3% |