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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 | $61,458 | $67,602-9.1% | $82,312-25.3% | $70,126-12.4% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.9%-28.9pp | 69.5%-21.5pp |
| Annual return | 13.96% | 21.57%-7.6pp | 25.88%-11.9pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,052 | $1,755-40.1% | $2,428-56.7% | $2,343-55.1% |
| Participant deferral / active EE | $2,639 | $2,987-11.7% | $3,706-28.8% | $3,332-20.8% |
| Admin fee / account holder | $1,623 | $4,512-64.0% | $5,608-71.1% | $4,645-65.1% |