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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 | $49,034 | $76,407-35.8% | $150,298-67.4% | $82,448-40.5% |
| Participation rate | 46.7% | 66.4%-19.7pp | 77.8%-31.1pp | 68.1%-21.4pp |
| Annual return | 16.84% | 39.99%-23.2pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,810 | $2,614-30.8% | $4,154-56.4% | $2,551-29.1% |
| Participant deferral / active EE | $5,038 | $3,214+56.7% | $5,453-7.6% | $4,139+21.7% |
| Admin fee / account holder | $5,135 | $6,352-19.2% | $14,116-63.6% | $7,234-29.0% |