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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 | $49,482 | $69,273-28.6% | $90,796-45.5% | $82,637-40.1% |
| Participation rate | 51.4% | 64.0%-12.6pp | 69.5%-18.1pp | 68.1%-16.6pp |
| Annual return | 16.15% | 18.37%-2.2pp | 19.29%-3.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $906 | $1,865-51.5% | $2,294-60.5% | $2,552-64.5% |
| Participant deferral / active EE | $2,930 | $3,047-3.8% | $3,822-23.3% | $4,126-29.0% |
| Admin fee / account holder | $2,336 | $5,511-57.6% | $7,024-66.7% | $7,339-68.2% |