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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 | $59,544 | $67,602-11.9% | $82,312-27.7% | $70,126-15.1% |
| Participation rate | 44.6% | 72.8%-28.2pp | 76.9%-32.3pp | 69.5%-24.9pp |
| Annual return | 14.93% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,393 | $1,755-20.6% | $2,428-42.7% | $2,343-40.6% |
| Participant deferral / active EE | $2,142 | $2,987-28.3% | $3,706-42.2% | $3,332-35.7% |
| Admin fee / account holder | $4,070 | $4,512-9.8% | $5,608-27.4% | $4,645-12.4% |