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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 | $45,075 | $62,242-27.6% | $105,582-57.3% | $69,733-35.4% |
| Participation rate | 49.4% | 47.3%+2.1pp | 71.8%-22.3pp | 62.5%-13.0pp |
| Annual return | 15.55% | 15.40%+0.1pp | 18.61%-3.1pp | 15.22%+0.3pp |
| Employer contribution / active EE | $929 | $1,558-40.4% | $2,984-68.9% | $2,250-58.7% |
| Participant deferral / active EE | $2,365 | $2,462-4.0% | $4,353-45.7% | $3,054-22.6% |
| Admin fee / account holder | $3,392 | $4,615-26.5% | $12,856-73.6% | $3,102+9.4% |