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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 | $49,621 | $80,855-38.6% | $153,416-67.7% | $86,983-43.0% |
| Participation rate | 57.4% | 64.1%-6.7pp | 74.3%-16.9pp | 69.5%-12.1pp |
| Annual return | 18.93% | 16.18%+2.7pp | 17.84%+1.1pp | 25.83%-6.9pp |
| Employer contribution / active EE | $1,405 | $2,308-39.1% | $3,764-62.7% | $2,584-45.6% |
| Participant deferral / active EE | $2,107 | $3,333-36.8% | $4,723-55.4% | $4,194-49.8% |
| Admin fee / account holder | $980 | $6,908-85.8% | $13,095-92.5% | $7,856-87.5% |