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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 | $48,612 | $106,524-54.4% | $152,301-68.1% | $87,485-44.4% |
| Participation rate | 47.3% | 75.8%-28.5pp | 82.4%-35.2pp | 68.9%-21.7pp |
| Annual return | 19.53% | 26.89%-7.4pp | 80.50%-61.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,574 | $3,371-53.3% | $4,624-66.0% | $2,596-39.4% |
| Participant deferral / active EE | $3,503 | $6,525-46.3% | $8,004-56.2% | $4,274-18.0% |
| Admin fee / account holder | $11,621 | $8,287+40.2% | $14,398-19.3% | $7,775+49.5% |