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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 | $53,607 | $63,845-16.0% | $81,370-34.1% | $80,959-33.8% |
| Participation rate | 51.6% | 63.9%-12.3pp | 69.5%-17.9pp | 67.7%-16.1pp |
| Annual return | 17.77% | 16.37%+1.4pp | 24.85%-7.1pp | 35.67%-17.9pp |
| Employer contribution / active EE | $1,566 | $1,980-20.9% | $2,464-36.4% | $2,757-43.2% |
| Participant deferral / active EE | $2,585 | $3,093-16.4% | $3,885-33.5% | $4,300-39.9% |
| Admin fee / account holder | $2,375 | $5,688-58.2% | $5,749-58.7% | $6,925-65.7% |