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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 | $49,175 | $76,371-35.6% | $93,621-47.5% | $72,975-32.6% |
| Participation rate | 55.8% | 71.8%-16.0pp | 75.8%-20.0pp | 69.5%-13.7pp |
| Annual return | 26.40% | 25.82%+0.6pp | 32.76%-6.4pp | 81.01%-54.6pp |
| Employer contribution / active EE | $417 | $2,276-81.7% | $2,719-84.7% | $2,440-82.9% |
| Participant deferral / active EE | $2,654 | $3,538-25.0% | $4,070-34.8% | $3,608-26.4% |
| Admin fee / account holder | $3,407 | $6,839-50.2% | $7,890-56.8% | $5,124-33.5% |