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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 | $51,469 | $45,079+14.2% | $69,461-25.9% | $72,983-29.5% |
| Participation rate | 52.8% | 68.5%-15.7pp | 74.6%-21.8pp | 69.5%-16.7pp |
| Annual return | 19.75% | 22.65%-2.9pp | 28.97%-9.2pp | 81.01%-61.3pp |
| Employer contribution / active EE | $554 | $2,055-73.0% | $2,779-80.1% | $2,440-77.3% |
| Participant deferral / active EE | $2,407 | $2,603-7.5% | $3,536-31.9% | $3,608-33.3% |
| Admin fee / account holder | $3,053 | $3,056-0.1% | $3,840-20.5% | $5,124-40.4% |