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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 | $49,057 | $73,978-33.7% | $96,515-49.2% | $75,173-34.7% |
| Participation rate | 61.3% | 66.4%-5.1pp | 74.3%-13.1pp | 67.2%-5.9pp |
| Annual return | 28.45% | 26.72%+1.7pp | 35.73%-7.3pp | 160.72%-132.3pp |
| Employer contribution / active EE | $1,534 | $2,931-47.6% | $3,740-59.0% | $2,671-42.6% |
| Participant deferral / active EE | $1,542 | $3,660-57.9% | $4,880-68.4% | $4,126-62.6% |
| Admin fee / account holder | $757 | $5,219-85.5% | $6,735-88.8% | $5,651-86.6% |