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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 | $49,085 | $58,099-15.5% | $76,902-36.2% | $75,177-34.7% |
| Participation rate | 47.5% | 63.9%-16.4pp | 69.6%-22.1pp | 67.2%-19.7pp |
| Annual return | 15.77% | 26.71%-10.9pp | 37.91%-22.1pp | 160.75%-145.0pp |
| Employer contribution / active EE | $993 | $1,996-50.2% | $2,534-60.8% | $2,671-62.8% |
| Participant deferral / active EE | $1,676 | $2,999-44.1% | $3,833-56.3% | $4,126-59.4% |
| Admin fee / account holder | $3,891 | $4,778-18.6% | $5,479-29.0% | $5,651-31.1% |