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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 | $51,090 | $67,602-24.4% | $82,312-37.9% | $70,126-27.1% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.9%-21.0pp | 69.5%-13.7pp |
| Annual return | 15.46% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,343 | $1,755-23.5% | $2,428-44.7% | $2,343-42.7% |
| Participant deferral / active EE | $2,821 | $2,987-5.6% | $3,706-23.9% | $3,332-15.3% |
| Admin fee / account holder | $697 | $4,512-84.5% | $5,608-87.6% | $4,645-85.0% |