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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 | $46,379 | $104,098-55.4% | $140,514-67.0% | $94,015-50.7% |
| Participation rate | 51.9% | 73.7%-21.9pp | 77.8%-25.9pp | 70.8%-19.0pp |
| Annual return | 17.21% | 15.14%+2.1pp | 14.36%+2.9pp | 17.84%-0.6pp |
| Employer contribution / active EE | $1,868 | $2,388-21.8% | $3,378-44.7% | $2,790-33.0% |
| Participant deferral / active EE | $3,470 | $4,033-13.9% | $4,919-29.4% | $4,249-18.3% |
| Admin fee / account holder | $306 | $10,439-97.1% | $13,697-97.8% | $8,951-96.6% |