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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 | $52,593 | $73,981-28.9% | $105,754-50.3% | $62,881-16.4% |
| Participation rate | 53.7% | 71.7%-18.0pp | 78.9%-25.2pp | 69.3%-15.6pp |
| Annual return | 8.49% | 17.60%-9.1pp | 12.25%-3.8pp | 20.14%-11.6pp |
| Employer contribution / active EE | $888 | $2,856-68.9% | $4,079-78.2% | $2,281-61.1% |
| Participant deferral / active EE | $2,115 | $4,038-47.6% | $5,326-60.3% | $3,203-34.0% |
| Admin fee / account holder | $601 | $5,976-89.9% | $8,309-92.8% | $4,296-86.0% |