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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 | $49,134 | $67,606-27.3% | $82,313-40.3% | $70,124-29.9% |
| Participation rate | 53.7% | 72.8%-19.1pp | 76.9%-23.2pp | 69.5%-15.9pp |
| Annual return | 18.39% | 21.57%-3.2pp | 25.88%-7.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,107 | $1,755-36.9% | $2,428-54.4% | $2,342-52.8% |
| Participant deferral / active EE | $1,714 | $2,987-42.6% | $3,706-53.8% | $3,332-48.6% |
| Admin fee / account holder | $511 | $4,512-88.7% | $5,608-90.9% | $4,645-89.0% |