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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 | $49,020 | $58,493-16.2% | $84,023-41.7% | $72,976-32.8% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 25.99% | 28.93%-2.9pp | 71.32%-45.3pp | 81.02%-55.0pp |
| Employer contribution / active EE | $500 | $1,163-57.0% | $1,984-74.8% | $2,440-79.5% |
| Participant deferral / active EE | $2,592 | $2,394+8.3% | $3,239-20.0% | $3,608-28.2% |
| Admin fee / account holder | $2,755 | $4,569-39.7% | $6,102-54.9% | $5,124-46.2% |