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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 | $39,476 | $58,523-32.5% | $99,475-60.3% | $72,975-45.9% |
| Participation rate | 48.1% | 64.6%-16.5pp | 73.8%-25.7pp | 69.5%-21.3pp |
| Annual return | 17.61% | 28.51%-10.9pp | 30.72%-13.1pp | 81.01%-63.4pp |
| Employer contribution / active EE | $1,353 | $1,512-10.5% | $2,540-46.7% | $2,440-44.6% |
| Participant deferral / active EE | $2,186 | $2,606-16.1% | $3,619-39.6% | $3,608-39.4% |
| Admin fee / account holder | $5,722 | $4,102+39.5% | $6,252-8.5% | $5,124+11.7% |