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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 | $49,004 | $72,471-32.4% | $94,215-48.0% | $86,983-43.7% |
| Participation rate | 54.5% | 63.9%-9.3pp | 70.0%-15.4pp | 69.5%-15.0pp |
| Annual return | 16.04% | 26.44%-10.4pp | 28.22%-12.2pp | 25.83%-9.8pp |
| Employer contribution / active EE | $961 | $1,936-50.3% | $2,675-64.1% | $2,584-62.8% |
| Participant deferral / active EE | $2,237 | $3,397-34.1% | $4,276-47.7% | $4,194-46.7% |
| Admin fee / account holder | $3,721 | $6,468-42.5% | $10,216-63.6% | $7,856-52.6% |