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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 | $54,558 | $76,367-28.6% | $93,609-41.7% | $72,986-25.2% |
| Participation rate | 44.4% | 71.7%-27.3pp | 75.8%-31.4pp | 69.5%-25.0pp |
| Annual return | 23.52% | 25.82%-2.3pp | 32.76%-9.2pp | 81.01%-57.5pp |
| Employer contribution / active EE | $977 | $2,275-57.0% | $2,718-64.0% | $2,440-59.9% |
| Participant deferral / active EE | $1,819 | $3,538-48.6% | $4,069-55.3% | $3,607-49.6% |
| Admin fee / account holder | $2,441 | $6,838-64.3% | $7,889-69.1% | $5,124-52.4% |