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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 | $49,468 | $55,932-11.6% | $76,735-35.5% | $67,986-27.2% |
| Participation rate | 35.7% | 50.8%-15.1pp | 69.5%-33.8pp | 57.2%-21.6pp |
| Annual return | 17.39% | 23.10%-5.7pp | 29.77%-12.4pp | 31.67%-14.3pp |
| Employer contribution / active EE | $1,250 | $1,487-15.9% | $2,454-49.1% | $2,019-38.1% |
| Participant deferral / active EE | $2,565 | $2,558+0.3% | $4,088-37.2% | $3,358-23.6% |
| Admin fee / account holder | $2,969 | $4,907-39.5% | $7,189-58.7% | $3,203-7.3% |