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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 | $47,836 | $74,535-35.8% | $100,712-52.5% | $82,637-42.1% |
| Participation rate | 40.5% | 61.2%-20.6pp | 69.3%-28.7pp | 68.1%-27.5pp |
| Annual return | 17.32% | 18.92%-1.6pp | 33.27%-15.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,079 | $1,503-28.2% | $2,313-53.3% | $2,552-57.7% |
| Participant deferral / active EE | $4,098 | $3,074+33.3% | $4,085+0.3% | $4,126-0.7% |
| Admin fee / account holder | $1,292 | $6,576-80.3% | $9,256-86.0% | $7,339-82.4% |