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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 | $51,970 | $57,590-9.8% | $86,233-39.7% | $82,448-37.0% |
| Participation rate | 51.6% | 57.9%-6.3pp | 69.0%-17.4pp | 68.1%-16.5pp |
| Annual return | 15.54% | 22.41%-6.9pp | 61.39%-45.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,446 | $1,655-12.6% | $2,504-42.3% | $2,551-43.3% |
| Participant deferral / active EE | $2,398 | $3,080-22.1% | $4,559-47.4% | $4,139-42.1% |
| Admin fee / account holder | $4,972 | $4,730+5.1% | $8,342-40.4% | $7,234-31.3% |