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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 | $48,640 | $57,073-14.8% | $85,126-42.9% | $80,925-39.9% |
| Participation rate | 41.1% | 56.4%-15.3pp | 67.5%-26.5pp | 67.7%-26.6pp |
| Annual return | 20.44% | 21.69%-1.3pp | 66.63%-46.2pp | 35.65%-15.2pp |
| Employer contribution / active EE | $1,348 | $1,801-25.1% | $2,731-50.6% | $2,756-51.1% |
| Participant deferral / active EE | $3,152 | $3,113+1.2% | $4,523-30.3% | $4,299-26.7% |
| Admin fee / account holder | $3,971 | $4,988-20.4% | $6,160-35.5% | $6,940-42.8% |