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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 | $47,273 | $67,606-30.1% | $82,313-42.6% | $70,124-32.6% |
| Participation rate | 61.2% | 72.8%-11.6pp | 76.9%-15.7pp | 69.5%-8.4pp |
| Annual return | 21.97% | 21.57%+0.4pp | 25.88%-3.9pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,242 | $1,755-29.2% | $2,428-48.9% | $2,342-47.0% |
| Participant deferral / active EE | $2,254 | $2,987-24.5% | $3,706-39.2% | $3,332-32.3% |
| Admin fee / account holder | $1,621 | $4,512-64.1% | $5,608-71.1% | $4,645-65.1% |