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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 | $44,108 | $55,684-20.8% | $75,900-41.9% | $72,976-39.6% |
| Participation rate | 59.3% | 61.1%-1.9pp | 69.3%-10.0pp | 69.5%-10.2pp |
| Annual return | 24.27% | 27.60%-3.3pp | 30.73%-6.5pp | 81.02%-56.7pp |
| Employer contribution / active EE | $902 | $1,687-46.5% | $2,501-63.9% | $2,440-63.0% |
| Participant deferral / active EE | $1,538 | $2,634-41.6% | $3,604-57.3% | $3,608-57.4% |
| Admin fee / account holder | $1,817 | $3,981-54.4% | $5,421-66.5% | $5,124-64.5% |