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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 | $49,824 | $74,535-33.2% | $100,712-50.5% | $82,637-39.7% |
| Participation rate | 55.2% | 61.2%-6.0pp | 69.3%-14.1pp | 68.1%-12.9pp |
| Annual return | 18.58% | 18.92%-0.3pp | 33.27%-14.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $937 | $1,503-37.7% | $2,313-59.5% | $2,552-63.3% |
| Participant deferral / active EE | $3,054 | $3,074-0.7% | $4,085-25.2% | $4,126-26.0% |
| Admin fee / account holder | $795 | $6,576-87.9% | $9,256-91.4% | $7,339-89.2% |