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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 | $44,839 | $95,404-53.0% | $113,397-60.5% | $82,637-45.7% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.5%-20.6pp | 68.1%-12.2pp |
| Annual return | 19.45% | 19.08%+0.4pp | 23.20%-3.8pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,977 | $2,307-14.3% | $2,977-33.6% | $2,552-22.5% |
| Participant deferral / active EE | $2,732 | $4,220-35.3% | $5,076-46.2% | $4,126-33.8% |
| Admin fee / account holder | $1,229 | $9,168-86.6% | $11,957-89.7% | $7,339-83.2% |