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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 | $64,010-22.9% | $108,359-54.5% | $64,340-23.3% |
| Participation rate | 46.1% | 49.4%-3.3pp | 70.1%-24.0pp | 55.2%-9.2pp |
| Annual return | 16.40% | 19.74%-3.3pp | 36.89%-20.5pp | 24.14%-7.7pp |
| Employer contribution / active EE | $541 | $1,029-47.4% | $2,399-77.5% | $1,862-71.0% |
| Participant deferral / active EE | $3,550 | $2,395+48.2% | $4,137-14.2% | $2,980+19.1% |
| Admin fee / account holder | $7,519 | $4,885+53.9% | $9,741-22.8% | $3,703+103.1% |