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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 | $53,802 | $97,550-44.8% | $120,344-55.3% | $87,485-38.5% |
| Participation rate | 48.3% | 72.8%-24.5pp | 76.7%-28.4pp | 68.9%-20.7pp |
| Annual return | 17.84% | 18.41%-0.6pp | 20.30%-2.5pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,924 | $2,291-16.0% | $3,020-36.3% | $2,596-25.9% |
| Participant deferral / active EE | $3,111 | $4,230-26.4% | $5,135-39.4% | $4,274-27.2% |
| Admin fee / account holder | $533 | $9,543-94.4% | $12,742-95.8% | $7,775-93.1% |