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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 | $49,126 | $65,367-24.8% | $92,915-47.1% | $72,976-32.7% |
| Participation rate | 67.2% | 68.3%-1.1pp | 76.0%-8.8pp | 69.5%-2.2pp |
| Annual return | 18.59% | 42.11%-23.5pp | 109.45%-90.9pp | 81.02%-62.4pp |
| Employer contribution / active EE | $1,964 | $2,594-24.3% | $3,653-46.2% | $2,440-19.5% |
| Participant deferral / active EE | $3,584 | $3,128+14.6% | $4,238-15.4% | $3,608-0.7% |
| Admin fee / account holder | $2,180 | $4,251-48.7% | $5,796-62.4% | $5,124-57.5% |