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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 | $49,388 | $85,515-42.2% | $112,040-55.9% | $67,986-27.4% |
| Participation rate | 22.1% | 68.2%-46.1pp | 76.5%-54.4pp | 57.2%-35.1pp |
| Annual return | 16.65% | 29.68%-13.0pp | 24.52%-7.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $751 | $2,191-65.7% | $2,954-74.6% | $2,019-62.8% |
| Participant deferral / active EE | $1,931 | $4,014-51.9% | $5,098-62.1% | $3,358-42.5% |
| Admin fee / account holder | $2,572 | $3,774-31.8% | $12,098-78.7% | $3,203-19.7% |