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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 | $45,289 | $58,493-22.6% | $84,021-46.1% | $72,975-37.9% |
| Participation rate | 53.2% | 61.2%-8.0pp | 69.0%-15.8pp | 69.5%-16.3pp |
| Annual return | 20.40% | 28.93%-8.5pp | 71.32%-50.9pp | 81.01%-60.6pp |
| Employer contribution / active EE | $418 | $1,163-64.0% | $1,984-78.9% | $2,440-82.9% |
| Participant deferral / active EE | $2,592 | $2,394+8.3% | $3,239-20.0% | $3,608-28.1% |
| Admin fee / account holder | $5,900 | $4,569+29.1% | $6,102-3.3% | $5,124+15.1% |