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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 | $45,746 | $82,879-44.8% | $96,576-52.6% | $67,986-32.7% |
| Participation rate | 44.1% | 75.2%-31.1pp | 81.4%-37.3pp | 57.2%-13.1pp |
| Annual return | 17.10% | 36.90%-19.8pp | 38.47%-21.4pp | 31.67%-14.6pp |
| Employer contribution / active EE | $1,604 | $2,727-41.2% | $3,553-54.9% | $2,019-20.5% |
| Participant deferral / active EE | $2,866 | $6,976-58.9% | $7,956-64.0% | $3,358-14.7% |
| Admin fee / account holder | $2,140 | $2,783-23.1% | $11,381-81.2% | $3,203-33.2% |