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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 | $48,726 | $60,349-19.3% | $74,184-34.3% | $62,881-22.5% |
| Participation rate | 49.3% | 72.7%-23.5pp | 76.6%-27.3pp | 69.3%-20.0pp |
| Annual return | 8.13% | 21.38%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,187 | $1,680-29.3% | $2,370-49.9% | $2,281-47.9% |
| Participant deferral / active EE | $2,495 | $2,856-12.6% | $3,550-29.7% | $3,203-22.1% |
| Admin fee / account holder | $5,291 | $4,261+24.2% | $5,586-5.3% | $4,296+23.2% |