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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 | $41,824 | $67,602-38.1% | $82,312-49.2% | $70,126-40.4% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.9%-28.9pp | 69.5%-21.5pp |
| Annual return | 18.83% | 21.57%-2.7pp | 25.88%-7.0pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,237 | $1,755-29.5% | $2,428-49.1% | $2,343-47.2% |
| Participant deferral / active EE | $1,686 | $2,987-43.6% | $3,706-54.5% | $3,332-49.4% |
| Admin fee / account holder | $1,014 | $4,512-77.5% | $5,608-81.9% | $4,645-78.2% |