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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 | $46,352 | $95,453-51.4% | $112,040-58.6% | $82,448-43.8% |
| Participation rate | 59.3% | 72.8%-13.5pp | 76.5%-17.2pp | 68.1%-8.8pp |
| Annual return | 12.79% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,167 | $2,318-49.6% | $2,954-60.5% | $2,551-54.2% |
| Participant deferral / active EE | $2,969 | $4,224-29.7% | $5,098-41.7% | $4,139-28.3% |
| Admin fee / account holder | $8,809 | $9,013-2.3% | $12,098-27.2% | $7,234+21.8% |