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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 | $46,387 | $73,955-37.3% | $96,520-51.9% | $75,181-38.3% |
| Participation rate | 48.3% | 66.4%-18.1pp | 74.3%-26.1pp | 67.2%-18.9pp |
| Annual return | 14.29% | 26.72%-12.4pp | 35.72%-21.4pp | 160.69%-146.4pp |
| Employer contribution / active EE | $1,536 | $2,930-47.6% | $3,739-58.9% | $2,671-42.5% |
| Participant deferral / active EE | $3,935 | $3,659+7.5% | $4,879-19.3% | $4,126-4.6% |
| Admin fee / account holder | $2,469 | $5,217-52.7% | $6,733-63.3% | $5,650-56.3% |