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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 | $48,341 | $97,550-50.4% | $120,344-59.8% | $87,485-44.7% |
| Participation rate | 53.6% | 72.8%-19.3pp | 76.7%-23.1pp | 68.9%-15.4pp |
| Annual return | 19.76% | 18.41%+1.3pp | 20.30%-0.5pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,947 | $2,291-15.0% | $3,020-35.5% | $2,596-25.0% |
| Participant deferral / active EE | $4,138 | $4,230-2.2% | $5,135-19.4% | $4,274-3.2% |
| Admin fee / account holder | $2,962 | $9,543-69.0% | $12,742-76.8% | $7,775-61.9% |