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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 | $50,832 | $56,438-9.9% | $76,902-33.9% | $71,529-28.9% |
| Participation rate | 39.5% | 64.3%-24.8pp | 69.6%-30.1pp | 67.9%-28.4pp |
| Annual return | 18.61% | 19.05%-0.4pp | 37.91%-19.3pp | 28.97%-10.4pp |
| Employer contribution / active EE | $976 | $1,864-47.6% | $2,534-61.5% | $2,590-62.3% |
| Participant deferral / active EE | $1,719 | $3,136-45.2% | $3,833-55.2% | $4,291-60.0% |
| Admin fee / account holder | $4,213 | $1,430+194.6% | $5,479-23.1% | $1,588+165.2% |