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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 | $51,718 | $58,493-11.6% | $84,021-38.4% | $72,975-29.1% |
| Participation rate | 49.4% | 61.2%-11.9pp | 69.0%-19.7pp | 69.5%-20.1pp |
| Annual return | 18.45% | 28.93%-10.5pp | 71.32%-52.9pp | 81.01%-62.6pp |
| Employer contribution / active EE | $701 | $1,163-39.7% | $1,984-64.7% | $2,440-71.3% |
| Participant deferral / active EE | $2,116 | $2,394-11.6% | $3,239-34.7% | $3,608-41.4% |
| Admin fee / account holder | $1,000 | $4,569-78.1% | $6,102-83.6% | $5,124-80.5% |