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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 | $69,444-29.5% | $92,985-47.3% | $87,485-44.0% |
| Participation rate | 43.0% | 63.3%-20.3pp | 69.5%-26.5pp | 68.9%-25.9pp |
| Annual return | 19.97% | 23.85%-3.9pp | 27.99%-8.0pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,527 | $1,917-20.4% | $2,662-42.6% | $2,596-41.2% |
| Participant deferral / active EE | $2,546 | $3,364-24.3% | $4,377-41.8% | $4,274-40.4% |
| Admin fee / account holder | $1,268 | $6,137-79.3% | $9,463-86.6% | $7,775-83.7% |