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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 | $48,516 | $63,365-23.4% | $91,994-47.3% | $72,975-33.5% |
| Participation rate | 52.1% | 72.5%-20.5pp | 78.6%-26.6pp | 69.5%-17.4pp |
| Annual return | 20.83% | 35.35%-14.5pp | 69.04%-48.2pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,166 | $2,116-44.9% | $3,453-66.2% | $2,440-52.2% |
| Participant deferral / active EE | $2,979 | $4,883-39.0% | $5,924-49.7% | $3,608-17.4% |
| Admin fee / account holder | $1,709 | $4,670-63.4% | $7,744-77.9% | $5,124-66.6% |