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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 | $106,864-56.2% | $147,318-68.2% | $82,637-43.4% |
| Participation rate | 63.8% | 75.5%-11.7pp | 82.1%-18.3pp | 68.1%-4.3pp |
| Annual return | 18.74% | 27.49%-8.7pp | 70.43%-51.7pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,247 | $3,417-63.5% | $4,593-72.9% | $2,552-51.1% |
| Participant deferral / active EE | $4,594 | $6,496-29.3% | $7,906-41.9% | $4,126+11.3% |
| Admin fee / account holder | $2,477 | $8,415-70.6% | $13,708-81.9% | $7,339-66.2% |