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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 | $51,045 | $72,273-29.4% | $101,275-49.6% | $79,856-36.1% |
| Participation rate | 46.5% | 68.5%-21.9pp | 75.8%-29.3pp | 69.6%-23.1pp |
| Annual return | 21.90% | 22.30%-0.4pp | 46.48%-24.6pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,549 | $2,691-42.4% | $3,660-57.7% | $2,471-37.3% |
| Participant deferral / active EE | $3,006 | $3,282-8.4% | $4,371-31.2% | $3,741-19.6% |
| Admin fee / account holder | $2,720 | $4,401-38.2% | $5,948-54.3% | $5,306-48.7% |