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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 | $46,825 | $58,493-19.9% | $84,021-44.3% | $72,975-35.8% |
| Participation rate | 46.0% | 61.2%-15.2pp | 69.0%-23.0pp | 69.5%-23.5pp |
| Annual return | 18.83% | 28.93%-10.1pp | 71.32%-52.5pp | 81.01%-62.2pp |
| Employer contribution / active EE | $401 | $1,163-65.6% | $1,984-79.8% | $2,440-83.6% |
| Participant deferral / active EE | $1,805 | $2,394-24.6% | $3,239-44.3% | $3,608-50.0% |
| Admin fee / account holder | $555 | $4,569-87.9% | $6,102-90.9% | $5,124-89.2% |