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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 | $45,418 | $115,931-60.8% | $185,441-75.5% | $86,983-47.8% |
| Participation rate | 55.2% | 73.6%-18.5pp | 80.3%-25.1pp | 69.5%-14.4pp |
| Annual return | 14.99% | 21.47%-6.5pp | 20.16%-5.2pp | 25.83%-10.8pp |
| Employer contribution / active EE | $1,533 | $2,937-47.8% | $4,672-67.2% | $2,584-40.7% |
| Participant deferral / active EE | $2,837 | $4,551-37.7% | $6,152-53.9% | $4,194-32.4% |
| Admin fee / account holder | $1,752 | $10,687-83.6% | $17,890-90.2% | $7,856-77.7% |