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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 | $46,802 | $106,749-56.2% | $145,433-67.8% | $82,448-43.2% |
| Participation rate | 63.8% | 75.6%-11.9pp | 82.1%-18.3pp | 68.1%-4.3pp |
| Annual return | 18.74% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,247 | $3,444-63.8% | $4,554-72.6% | $2,551-51.1% |
| Participant deferral / active EE | $4,594 | $6,519-29.5% | $7,897-41.8% | $4,139+11.0% |
| Admin fee / account holder | $2,477 | $8,390-70.5% | $13,129-81.1% | $7,234-65.8% |