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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 | $30,917 | $67,602-54.3% | $82,312-62.4% | $70,126-55.9% |
| Participation rate | 51.7% | 72.8%-21.0pp | 76.9%-25.2pp | 69.5%-17.8pp |
| Annual return | 21.09% | 21.57%-0.5pp | 25.88%-4.8pp | 73.15%-52.1pp |
| Employer contribution / active EE | $1,341 | $1,755-23.6% | $2,428-44.8% | $2,343-42.8% |
| Participant deferral / active EE | $2,166 | $2,987-27.5% | $3,706-41.5% | $3,332-35.0% |
| Admin fee / account holder | $3,042 | $4,512-32.6% | $5,608-45.8% | $4,645-34.5% |