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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 | $48,043 | $86,940-44.7% | $102,434-53.1% | $80,935-40.6% |
| Participation rate | 53.6% | 72.4%-18.8pp | 76.5%-22.9pp | 67.7%-14.1pp |
| Annual return | 33.34% | 18.89%+14.4pp | 29.46%+3.9pp | 35.66%-2.3pp |
| Employer contribution / active EE | $757 | $2,370-68.0% | $3,023-74.9% | $2,757-72.5% |
| Participant deferral / active EE | $5,118 | $4,121+24.2% | $5,055+1.2% | $4,299+19.0% |
| Admin fee / account holder | $5,463 | $8,047-32.1% | $9,462-42.3% | $6,924-21.1% |