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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 | $48,963 | $76,564-36.0% | $105,582-53.6% | $94,015-47.9% |
| Participation rate | 43.0% | 65.2%-22.2pp | 71.8%-28.7pp | 70.8%-27.8pp |
| Annual return | 19.97% | 20.69%-0.7pp | 18.61%+1.4pp | 17.84%+2.1pp |
| Employer contribution / active EE | $1,527 | $1,995-23.5% | $2,984-48.8% | $2,790-45.3% |
| Participant deferral / active EE | $2,546 | $3,320-23.3% | $4,353-41.5% | $4,249-40.1% |
| Admin fee / account holder | $1,268 | $7,129-82.2% | $12,856-90.1% | $8,951-85.8% |