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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 | $49,509 | $56,544-12.4% | $75,501-34.4% | $70,124-29.4% |
| Participation rate | 56.3% | 68.1%-11.9pp | 72.4%-16.1pp | 69.5%-13.3pp |
| Annual return | 17.71% | 23.59%-5.9pp | 27.35%-9.6pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,441 | $1,817-20.7% | $2,352-38.7% | $2,342-38.5% |
| Participant deferral / active EE | $2,918 | $2,580+13.1% | $3,142-7.1% | $3,332-12.4% |
| Admin fee / account holder | $5,536 | $3,827+44.7% | $5,801-4.6% | $4,645+19.2% |