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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 | $47,838 | $80,983-40.9% | $96,544-50.4% | $75,177-36.4% |
| Participation rate | 61.5% | 71.8%-10.3pp | 76.0%-14.4pp | 67.2%-5.7pp |
| Annual return | 16.91% | 27.05%-10.1pp | 25.88%-9.0pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,895 | $2,282-17.0% | $2,966-36.1% | $2,671-29.0% |
| Participant deferral / active EE | $3,171 | $3,929-19.3% | $4,851-34.6% | $4,126-23.1% |
| Admin fee / account holder | $3,553 | $6,717-47.1% | $8,254-57.0% | $5,651-37.1% |