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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 | $49,239 | $54,541-9.7% | $78,778-37.5% | $70,126-29.8% |
| Participation rate | 46.3% | 60.8%-14.5pp | 69.2%-22.9pp | 69.5%-23.2pp |
| Annual return | 19.64% | 21.07%-1.4pp | 35.62%-16.0pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,163 | $1,089+6.8% | $1,986-41.4% | $2,343-50.4% |
| Participant deferral / active EE | $2,263 | $2,210+2.4% | $2,958-23.5% | $3,332-32.1% |
| Admin fee / account holder | $2,359 | $3,709-36.4% | $5,134-54.1% | $4,645-49.2% |