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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 | $46,430 | $56,054-17.2% | $171,082-72.9% | $62,881-26.2% |
| Participation rate | 52.3% | 62.9%-10.6pp | 76.7%-24.4pp | 69.3%-17.0pp |
| Annual return | 6.50% | 22.52%-16.0pp | 32.56%-26.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,578 | $1,731-8.9% | $4,002-60.6% | $2,281-30.8% |
| Participant deferral / active EE | $2,791 | $3,158-11.6% | $4,797-41.8% | $3,203-12.9% |
| Admin fee / account holder | $2,029 | $3,647-44.4% | $8,520-76.2% | $4,296-52.8% |