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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 | $47,885 | $46,877+2.1% | $122,354-60.9% | $70,126-31.7% |
| Participation rate | 46.2% | 58.2%-12.1pp | 71.6%-25.5pp | 69.5%-23.4pp |
| Annual return | 18.43% | 24.22%-5.8pp | 30.28%-11.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $334 | $1,288-74.1% | $4,051-91.8% | $2,343-85.7% |
| Participant deferral / active EE | $1,670 | $2,167-22.9% | $3,287-49.2% | $3,332-49.9% |
| Admin fee / account holder | $687 | $3,324-79.3% | $5,479-87.5% | $4,645-85.2% |