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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 | $49,336 | $65,246-24.4% | $98,716-50.0% | $67,986-27.4% |
| Participation rate | 46.1% | 51.4%-5.3pp | 69.3%-23.2pp | 57.2%-11.1pp |
| Annual return | 16.40% | 20.58%-4.2pp | 31.81%-15.4pp | 31.67%-15.3pp |
| Employer contribution / active EE | $541 | $1,042-48.1% | $2,279-76.3% | $2,019-73.2% |
| Participant deferral / active EE | $3,550 | $2,594+36.8% | $4,048-12.3% | $3,358+5.7% |
| Admin fee / account holder | $7,519 | $4,561+64.9% | $8,703-13.6% | $3,203+134.7% |