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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 | $55,138 | $48,078+14.7% | $78,676-29.9% | $62,881-12.3% |
| Participation rate | 45.1% | 65.2%-20.1pp | 73.6%-28.5pp | 69.3%-24.2pp |
| Annual return | 5.52% | 31.36%-25.8pp | 62.19%-56.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,446 | $2,015-28.2% | $2,850-49.3% | $2,281-36.6% |
| Participant deferral / active EE | $2,063 | $2,587-20.2% | $3,517-41.3% | $3,203-35.6% |
| Admin fee / account holder | $2,797 | $3,206-12.8% | $4,510-38.0% | $4,296-34.9% |