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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 | $37,773 | $68,607-44.9% | $147,027-74.3% | $64,340-41.3% |
| Participation rate | 48.6% | 50.4%-1.8pp | 73.7%-25.1pp | 55.2%-6.6pp |
| Annual return | 18.89% | 13.75%+5.1pp | 20.23%-1.3pp | 24.14%-5.3pp |
| Employer contribution / active EE | $1,301 | $1,554-16.3% | $3,626-64.1% | $1,862-30.1% |
| Participant deferral / active EE | $2,245 | $2,402-6.5% | $4,933-54.5% | $2,980-24.7% |
| Admin fee / account holder | $2,966 | $3,287-9.8% | $12,223-75.7% | $3,703-19.9% |