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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 | $48,708 | $60,349-19.3% | $74,184-34.3% | $62,881-22.5% |
| Participation rate | 36.8% | 72.7%-35.9pp | 76.6%-39.8pp | 69.3%-32.5pp |
| Annual return | 5.92% | 21.38%-15.5pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,184 | $1,680-29.6% | $2,370-50.1% | $2,281-48.1% |
| Participant deferral / active EE | $1,852 | $2,856-35.2% | $3,550-47.8% | $3,203-42.2% |
| Admin fee / account holder | $2,020 | $4,261-52.6% | $5,586-63.8% | $4,296-53.0% |