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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 | $49,546 | $86,949-43.0% | $102,460-51.6% | $80,959-38.8% |
| Participation rate | 54.1% | 72.4%-18.3pp | 76.5%-22.5pp | 67.7%-13.6pp |
| Annual return | 10.68% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,517 | $2,370-36.0% | $3,025-49.9% | $2,757-45.0% |
| Participant deferral / active EE | $1,958 | $4,121-52.5% | $5,056-61.3% | $4,300-54.5% |
| Admin fee / account holder | $2,471 | $8,048-69.3% | $9,460-73.9% | $6,925-64.3% |