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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 | $48,321 | $71,215-32.1% | $93,696-48.4% | $80,935-40.3% |
| Participation rate | 43.3% | 60.4%-17.1pp | 68.7%-25.4pp | 67.7%-24.3pp |
| Annual return | 15.18% | 11.27%+3.9pp | 133.74%-118.6pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,985 | $1,565+26.8% | $2,422-18.1% | $2,757-28.0% |
| Participant deferral / active EE | $3,735 | $4,037-7.5% | $4,417-15.4% | $4,299-13.1% |
| Admin fee / account holder | $323 | $6,958-95.4% | $8,287-96.1% | $6,924-95.3% |