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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 | $54,438 | $74,535-27.0% | $100,712-45.9% | $82,637-34.1% |
| Participation rate | 44.4% | 61.2%-16.7pp | 69.3%-24.8pp | 68.1%-23.6pp |
| Annual return | 16.79% | 18.92%-2.1pp | 33.27%-16.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,848 | $1,503+23.0% | $2,313-20.1% | $2,552-27.6% |
| Participant deferral / active EE | $2,930 | $3,074-4.7% | $4,085-28.3% | $4,126-29.0% |
| Admin fee / account holder | $3,833 | $6,576-41.7% | $9,256-58.6% | $7,339-47.8% |