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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 | $49,717 | $56,894-12.6% | $84,753-41.3% | $62,881-20.9% |
| Participation rate | 55.6% | 68.5%-13.0pp | 76.6%-21.0pp | 69.3%-13.7pp |
| Annual return | 7.28% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,075 | $2,400-55.2% | $3,574-69.9% | $2,281-52.9% |
| Participant deferral / active EE | $1,441 | $2,709-46.8% | $3,712-61.2% | $3,203-55.0% |
| Admin fee / account holder | $2,953 | $3,581-17.5% | $5,333-44.6% | $4,296-31.2% |