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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 | $50,624 | $69,273-26.9% | $90,796-44.2% | $82,637-38.7% |
| Participation rate | 38.9% | 64.0%-25.1pp | 69.5%-30.6pp | 68.1%-29.2pp |
| Annual return | 16.79% | 18.37%-1.6pp | 19.29%-2.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $900 | $1,865-51.7% | $2,294-60.7% | $2,552-64.7% |
| Participant deferral / active EE | $2,634 | $3,047-13.6% | $3,822-31.1% | $4,126-36.2% |
| Admin fee / account holder | $1,628 | $5,511-70.5% | $7,024-76.8% | $7,339-77.8% |