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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 | $65,404 | $81,446-19.7% | $103,374-36.7% | $80,874-19.1% |
| Participation rate | 48.5% | 66.9%-18.4pp | 74.5%-26.0pp | 67.6%-19.2pp |
| Annual return | 16.45% | 25.57%-9.1pp | 24.89%-8.4pp | 35.62%-19.2pp |
| Employer contribution / active EE | $1,529 | $3,107-50.8% | $3,869-60.5% | $2,756-44.5% |
| Participant deferral / active EE | $3,089 | $3,870-20.2% | $5,058-38.9% | $4,297-28.1% |
| Admin fee / account holder | $3,478 | $6,715-48.2% | $8,394-58.6% | $6,935-49.9% |