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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 | $76,564-40.7% | $105,582-57.0% | $94,015-51.7% |
| Participation rate | 51.5% | 65.2%-13.7pp | 71.8%-20.3pp | 70.8%-19.3pp |
| Annual return | 16.19% | 20.69%-4.5pp | 18.61%-2.4pp | 17.84%-1.7pp |
| Employer contribution / active EE | $1,197 | $1,995-40.0% | $2,984-59.9% | $2,790-57.1% |
| Participant deferral / active EE | $2,999 | $3,320-9.7% | $4,353-31.1% | $4,249-29.4% |
| Admin fee / account holder | $8,079 | $7,129+13.3% | $12,856-37.2% | $8,951-9.7% |