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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 | $58,366 | $59,839-2.5% | $81,991-28.8% | $79,852-26.9% |
| Participation rate | 48.0% | 61.6%-13.6pp | 69.3%-21.3pp | 69.6%-21.6pp |
| Annual return | 11.46% | 17.56%-6.1pp | 41.31%-29.9pp | 31.72%-20.3pp |
| Employer contribution / active EE | $824 | $1,713-51.9% | $2,498-67.0% | $2,471-66.6% |
| Participant deferral / active EE | $2,031 | $2,695-24.6% | $3,722-45.4% | $3,740-45.7% |
| Admin fee / account holder | $2,307 | $4,287-46.2% | $5,665-59.3% | $5,306-56.5% |