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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 | $33,933 | $48,078-29.4% | $78,676-56.9% | $62,881-46.0% |
| Participation rate | 49.1% | 65.2%-16.1pp | 73.6%-24.4pp | 69.3%-20.2pp |
| Annual return | 8.48% | 31.36%-22.9pp | 62.19%-53.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $931 | $2,015-53.8% | $2,850-67.3% | $2,281-59.2% |
| Participant deferral / active EE | $2,063 | $2,587-20.3% | $3,517-41.3% | $3,203-35.6% |
| Admin fee / account holder | $2,276 | $3,206-29.0% | $4,510-49.5% | $4,296-47.0% |