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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 | $47,440 | $67,602-29.8% | $82,312-42.4% | $70,126-32.3% |
| Participation rate | 61.9% | 72.8%-10.9pp | 76.9%-15.0pp | 69.5%-7.6pp |
| Annual return | 16.32% | 21.57%-5.2pp | 25.88%-9.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,097 | $1,755-37.5% | $2,428-54.8% | $2,343-53.2% |
| Participant deferral / active EE | $2,430 | $2,987-18.7% | $3,706-34.4% | $3,332-27.1% |
| Admin fee / account holder | $2,039 | $4,512-54.8% | $5,608-63.6% | $4,645-56.1% |