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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 | $52,377 | $56,894-7.9% | $84,753-38.2% | $62,881-16.7% |
| Participation rate | 56.9% | 68.5%-11.6pp | 76.6%-19.6pp | 69.3%-12.4pp |
| Annual return | 12.24% | 6.30%+5.9pp | 22.78%-10.5pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,096 | $2,400-54.3% | $3,574-69.3% | $2,281-51.9% |
| Participant deferral / active EE | $1,923 | $2,709-29.0% | $3,712-48.2% | $3,203-40.0% |
| Admin fee / account holder | $762 | $3,581-78.7% | $5,333-85.7% | $4,296-82.3% |