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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 | $49,067 | $76,112-35.5% | $96,534-49.2% | $71,511-31.4% |
| Participation rate | 57.3% | 74.4%-17.1pp | 76.0%-18.7pp | 67.9%-10.7pp |
| Annual return | 25.84% | 22.81%+3.0pp | 25.88%0pp | 28.86%-3.0pp |
| Employer contribution / active EE | $1,435 | $2,248-36.2% | $2,965-51.6% | $2,589-44.6% |
| Participant deferral / active EE | $2,708 | $4,217-35.8% | $4,851-44.2% | $4,291-36.9% |
| Admin fee / account holder | $2,633 | $2,708-2.8% | $8,253-68.1% | $1,588+65.7% |