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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 | $48,911 | $124,425-60.7% | $112,040-56.3% | $137,256-64.4% |
| Participation rate | 52.9% | 79.3%-26.4pp | 76.5%-23.6pp | 80.0%-27.0pp |
| Annual return | 14.24% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,239 | $3,411-34.4% | $2,954-24.2% | $4,156-46.1% |
| Participant deferral / active EE | $3,819 | $5,718-33.2% | $5,098-25.1% | $6,407-40.4% |
| Admin fee / account holder | $17,602 | $15,207+15.8% | $12,098+45.5% | $12,270+43.5% |