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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 | $49,572 | $77,896-36.4% | $134,172-63.1% | $82,448-39.9% |
| Participation rate | 58.5% | 62.8%-4.3pp | 72.5%-13.9pp | 68.1%-9.5pp |
| Annual return | 20.72% | 18.21%+2.5pp | 25.30%-4.6pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,645 | $2,159-23.8% | $3,420-51.9% | $2,551-35.5% |
| Participant deferral / active EE | $2,502 | $3,162-20.9% | $4,690-46.7% | $4,139-39.5% |
| Admin fee / account holder | $543 | $6,336-91.4% | $12,016-95.5% | $7,234-92.5% |