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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 | $49,545 | $57,119-13.3% | $85,187-41.8% | $80,935-38.8% |
| Participation rate | 46.4% | 56.4%-10.0pp | 67.5%-21.1pp | 67.7%-21.2pp |
| Annual return | 20.62% | 21.70%-1.1pp | 66.67%-46.0pp | 35.66%-15.0pp |
| Employer contribution / active EE | $1,755 | $1,802-2.6% | $2,732-35.8% | $2,757-36.3% |
| Participant deferral / active EE | $4,254 | $3,115+36.6% | $4,525-6.0% | $4,299-1.1% |
| Admin fee / account holder | $1,320 | $4,990-73.6% | $6,162-78.6% | $6,924-80.9% |