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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 | $51,549 | $55,713-7.5% | $75,901-32.1% | $72,975-29.4% |
| Participation rate | 48.9% | 61.1%-12.2pp | 69.3%-20.4pp | 69.5%-20.6pp |
| Annual return | 19.84% | 27.60%-7.8pp | 30.76%-10.9pp | 81.01%-61.2pp |
| Employer contribution / active EE | $795 | $1,687-52.9% | $2,501-68.2% | $2,440-67.4% |
| Participant deferral / active EE | $1,998 | $2,634-24.1% | $3,603-44.5% | $3,608-44.6% |
| Admin fee / account holder | $5,272 | $3,980+32.5% | $5,420-2.7% | $5,124+2.9% |