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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 | $52,171 | $85,515-39.0% | $112,040-53.4% | $67,986-23.3% |
| Participation rate | 47.5% | 68.2%-20.8pp | 76.5%-29.0pp | 57.2%-9.7pp |
| Annual return | 13.87% | 29.68%-15.8pp | 24.52%-10.7pp | 31.67%-17.8pp |
| Employer contribution / active EE | $1,014 | $2,191-53.7% | $2,954-65.7% | $2,019-49.8% |
| Participant deferral / active EE | $2,398 | $4,014-40.3% | $5,098-53.0% | $3,358-28.6% |
| Admin fee / account holder | $3,794 | $3,774+0.5% | $12,098-68.6% | $3,203+18.4% |