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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 | $63,030 | $80,855-22.0% | $153,416-58.9% | $86,983-27.5% |
| Participation rate | 48.7% | 64.1%-15.4pp | 74.3%-25.6pp | 69.5%-20.8pp |
| Annual return | 15.26% | 16.18%-0.9pp | 17.84%-2.6pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,185 | $2,308-48.7% | $3,764-68.5% | $2,584-54.2% |
| Participant deferral / active EE | $2,322 | $3,333-30.3% | $4,723-50.8% | $4,194-44.6% |
| Admin fee / account holder | $2,175 | $6,908-68.5% | $13,095-83.4% | $7,856-72.3% |