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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 | $44,396 | $86,949-48.9% | $102,460-56.7% | $80,959-45.2% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 16.75% | 18.89%-2.1pp | 29.47%-12.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $2,251 | $2,370-5.0% | $3,025-25.6% | $2,757-18.4% |
| Participant deferral / active EE | $3,922 | $4,121-4.8% | $5,056-22.4% | $4,300-8.8% |
| Admin fee / account holder | $986 | $8,048-87.7% | $9,460-89.6% | $6,925-85.8% |