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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 | $46,076 | $58,493-21.2% | $84,021-45.2% | $72,975-36.9% |
| Participation rate | 40.3% | 61.2%-20.9pp | 69.0%-28.7pp | 69.5%-29.2pp |
| Annual return | 20.16% | 28.93%-8.8pp | 71.32%-51.2pp | 81.01%-60.9pp |
| Employer contribution / active EE | $927 | $1,163-20.3% | $1,984-53.3% | $2,440-62.0% |
| Participant deferral / active EE | $2,470 | $2,394+3.2% | $3,239-23.8% | $3,608-31.5% |
| Admin fee / account holder | $5,276 | $4,569+15.5% | $6,102-13.5% | $5,124+3.0% |