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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 | $48,012 | $65,367-26.6% | $92,915-48.3% | $72,976-34.2% |
| Participation rate | 64.5% | 68.3%-3.8pp | 76.0%-11.5pp | 69.5%-5.0pp |
| Annual return | 28.08% | 42.11%-14.0pp | 109.45%-81.4pp | 81.02%-52.9pp |
| Employer contribution / active EE | $1,469 | $2,594-43.3% | $3,653-59.8% | $2,440-39.8% |
| Participant deferral / active EE | $4,046 | $3,128+29.3% | $4,238-4.5% | $3,608+12.1% |
| Admin fee / account holder | $4,607 | $4,251+8.4% | $5,796-20.5% | $5,124-10.1% |