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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 | $53,551 | $47,848+11.9% | $81,473-34.3% | $70,124-23.6% |
| Participation rate | 46.3% | 58.3%-11.9pp | 68.0%-21.6pp | 69.5%-23.2pp |
| Annual return | 14.75% | 27.25%-12.5pp | 38.78%-24.0pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,200 | $1,527-21.4% | $2,568-53.3% | $2,342-48.8% |
| Participant deferral / active EE | $2,372 | $2,453-3.3% | $3,537-32.9% | $3,332-28.8% |
| Admin fee / account holder | $1,317 | $3,145-58.1% | $4,561-71.1% | $4,645-71.6% |