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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 | $69,444-29.4% | $92,985-47.3% | $87,485-44.0% |
| Participation rate | 54.5% | 63.3%-8.7pp | 69.5%-14.9pp | 68.9%-14.4pp |
| Annual return | 16.04% | 23.85%-7.8pp | 27.99%-11.9pp | 26.06%-10.0pp |
| Employer contribution / active EE | $961 | $1,917-49.9% | $2,662-63.9% | $2,596-63.0% |
| Participant deferral / active EE | $2,237 | $3,364-33.5% | $4,377-48.9% | $4,274-47.6% |
| Admin fee / account holder | $3,721 | $6,137-39.4% | $9,463-60.7% | $7,775-52.1% |