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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 | $49,909 | $56,423-11.5% | $77,183-35.3% | $71,495-30.2% |
| Participation rate | 35.0% | 64.3%-29.3pp | 69.6%-34.6pp | 67.9%-33.0pp |
| Annual return | 17.28% | 19.05%-1.8pp | 37.89%-20.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $836 | $1,866-55.2% | $2,534-67.0% | $2,589-67.7% |
| Participant deferral / active EE | $1,870 | $3,142-40.5% | $3,833-51.2% | $4,291-56.4% |
| Admin fee / account holder | $2,437 | $1,429+70.5% | $5,475-55.5% | $1,588+53.5% |