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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 | $45,378 | $58,627-22.6% | $76,735-40.9% | $82,448-45.0% |
| Participation rate | 51.5% | 63.2%-11.7pp | 69.5%-18.0pp | 68.1%-16.6pp |
| Annual return | 16.19% | 39.10%-22.9pp | 29.77%-13.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,197 | $1,729-30.7% | $2,454-51.2% | $2,551-53.1% |
| Participant deferral / active EE | $2,999 | $3,134-4.3% | $4,088-26.6% | $4,139-27.5% |
| Admin fee / account holder | $8,079 | $5,323+51.8% | $7,189+12.4% | $7,234+11.7% |