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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 | $49,923 | $54,541-8.5% | $78,778-36.6% | $70,124-28.8% |
| Participation rate | 56.8% | 60.8%-4.0pp | 69.2%-12.4pp | 69.5%-12.8pp |
| Annual return | 19.28% | 21.07%-1.8pp | 35.62%-16.3pp | 73.14%-53.9pp |
| Employer contribution / active EE | $426 | $1,089-60.9% | $1,986-78.6% | $2,342-81.8% |
| Participant deferral / active EE | $2,059 | $2,210-6.9% | $2,958-30.4% | $3,332-38.2% |
| Admin fee / account holder | $313 | $3,709-91.6% | $5,134-93.9% | $4,645-93.3% |