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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 | $47,740 | $86,940-45.1% | $102,434-53.4% | $80,935-41.0% |
| Participation rate | 64.5% | 72.4%-7.9pp | 76.5%-12.0pp | 67.7%-3.1pp |
| Annual return | 12.81% | 18.89%-6.1pp | 29.46%-16.6pp | 35.66%-22.8pp |
| Employer contribution / active EE | $759 | $2,370-68.0% | $3,023-74.9% | $2,757-72.5% |
| Participant deferral / active EE | $4,497 | $4,121+9.1% | $5,055-11.0% | $4,299+4.6% |
| Admin fee / account holder | $2,075 | $8,047-74.2% | $9,462-78.1% | $6,924-70.0% |