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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 | $52,755 | $63,082-16.4% | $81,716-35.4% | $79,852-33.9% |
| Participation rate | 57.7% | 67.5%-9.8pp | 72.0%-14.3pp | 69.6%-11.9pp |
| Annual return | 12.48% | 22.66%-10.2pp | 29.49%-17.0pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,099 | $1,795-38.8% | $4,310-74.5% | $2,471-55.5% |
| Participant deferral / active EE | $2,748 | $2,780-1.2% | $7,108-61.3% | $3,740-26.5% |
| Admin fee / account holder | $865 | $4,428-80.5% | $5,159-83.2% | $5,306-83.7% |