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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 | $47,722 | $65,582-27.2% | $64,101-25.6% | $71,511-33.3% |
| Participation rate | 42.3% | 73.2%-30.9pp | 72.3%-30.0pp | 67.9%-25.7pp |
| Annual return | 17.73% | 18.96%-1.2pp | 33.72%-16.0pp | 28.86%-11.1pp |
| Employer contribution / active EE | $892 | $2,671-66.6% | $2,749-67.5% | $2,589-65.5% |
| Participant deferral / active EE | $2,285 | $3,628-37.0% | $3,881-41.1% | $4,291-46.7% |
| Admin fee / account holder | $2,980 | $616+383.6% | $3,070-2.9% | $1,588+87.6% |