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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 | $47,021 | $57,752-18.6% | $112,273-58.1% | $71,511-34.2% |
| Participation rate | 49.5% | 58.8%-9.3pp | 72.4%-22.9pp | 67.9%-18.4pp |
| Annual return | 20.81% | 18.25%+2.6pp | 30.23%-9.4pp | 28.86%-8.0pp |
| Employer contribution / active EE | $1,011 | $1,912-47.1% | $3,431-70.5% | $2,589-60.9% |
| Participant deferral / active EE | $2,579 | $2,860-9.8% | $4,800-46.3% | $4,291-39.9% |
| Admin fee / account holder | $1,448 | $1,586-8.7% | $7,752-81.3% | $1,588-8.8% |