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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 | $51,495 | $55,932-7.9% | $76,735-32.9% | $67,986-24.3% |
| Participation rate | 38.9% | 50.8%-11.9pp | 69.5%-30.6pp | 57.2%-18.3pp |
| Annual return | 16.26% | 23.10%-6.8pp | 29.77%-13.5pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,074 | $1,487-27.8% | $2,454-56.2% | $2,019-46.8% |
| Participant deferral / active EE | $2,026 | $2,558-20.8% | $4,088-50.4% | $3,358-39.7% |
| Admin fee / account holder | $2,146 | $4,907-56.3% | $7,189-70.2% | $3,203-33.0% |