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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 | $46,696 | $72,486-35.6% | $87,103-46.4% | $72,976-36.0% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 16.58% | 24.46%-7.9pp | 28.19%-11.6pp | 81.02%-64.4pp |
| Employer contribution / active EE | $1,246 | $1,894-34.2% | $2,521-50.6% | $2,440-48.9% |
| Participant deferral / active EE | $1,828 | $3,270-44.1% | $4,049-54.9% | $3,608-49.3% |
| Admin fee / account holder | $2,277 | $5,055-55.0% | $7,491-69.6% | $5,124-55.6% |