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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 | $49,955 | $56,894-12.2% | $84,753-41.1% | $62,881-20.6% |
| Participation rate | 65.5% | 68.5%-3.0pp | 76.6%-11.1pp | 69.3%-3.8pp |
| Annual return | 7.54% | 6.30%+1.2pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,331 | $2,400-44.5% | $3,574-62.8% | $2,281-41.6% |
| Participant deferral / active EE | $3,293 | $2,709+21.5% | $3,712-11.3% | $3,203+2.8% |
| Admin fee / account holder | $341 | $3,581-90.5% | $5,333-93.6% | $4,296-92.1% |