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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 | $44,604 | $49,025-9.0% | $87,502-49.0% | $62,881-29.1% |
| Participation rate | 54.4% | 64.9%-10.5pp | 73.8%-19.4pp | 69.3%-14.9pp |
| Annual return | 8.51% | 10.02%-1.5pp | 12.21%-3.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,127 | $1,372-17.8% | $2,550-55.8% | $2,281-50.6% |
| Participant deferral / active EE | $2,060 | $2,289-10.0% | $3,149-34.6% | $3,203-35.7% |
| Admin fee / account holder | $2,425 | $4,065-40.3% | $4,221-42.5% | $4,296-43.5% |