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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 | $43,377 | $52,306-17.1% | $69,779-37.8% | $62,881-31.0% |
| Participation rate | 56.9% | 67.2%-10.3pp | 71.8%-14.9pp | 69.3%-12.4pp |
| Annual return | 5.94% | 13.35%-7.4pp | 12.99%-7.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,193 | $1,799-33.7% | $2,338-49.0% | $2,281-47.7% |
| Participant deferral / active EE | $1,884 | $2,395-21.3% | $2,931-35.7% | $3,203-41.2% |
| Admin fee / account holder | $1,397 | $3,691-62.2% | $4,381-68.1% | $4,296-67.5% |