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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 | $48,515 | $58,523-17.1% | $99,479-51.2% | $72,976-33.5% |
| Participation rate | 55.6% | 64.6%-9.1pp | 73.8%-18.3pp | 69.5%-13.9pp |
| Annual return | 18.08% | 28.51%-10.4pp | 30.72%-12.6pp | 81.02%-62.9pp |
| Employer contribution / active EE | $1,201 | $1,512-20.6% | $2,540-52.7% | $2,440-50.8% |
| Participant deferral / active EE | $2,351 | $2,606-9.8% | $3,619-35.0% | $3,608-34.8% |
| Admin fee / account holder | $1,267 | $4,102-69.1% | $6,253-79.7% | $5,124-75.3% |