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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 | $79,867-34.7% | $120,344-56.6% | $64,340-18.9% |
| Participation rate | 47.5% | 63.0%-15.5pp | 76.7%-29.2pp | 55.2%-7.8pp |
| Annual return | 13.87% | 21.10%-7.2pp | 20.30%-6.4pp | 24.14%-10.3pp |
| Employer contribution / active EE | $1,014 | $1,925-47.3% | $3,020-66.4% | $1,862-45.5% |
| Participant deferral / active EE | $2,398 | $3,593-33.3% | $5,135-53.3% | $2,980-19.5% |
| Admin fee / account holder | $3,794 | $5,039-24.7% | $12,742-70.2% | $3,703+2.5% |