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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 | $46,715 | $95,453-51.1% | $112,040-58.3% | $82,448-43.3% |
| Participation rate | 63.6% | 72.8%-9.1pp | 76.5%-12.9pp | 68.1%-4.4pp |
| Annual return | 17.97% | 23.92%-6.0pp | 24.52%-6.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,159 | $2,318-50.0% | $2,954-60.8% | $2,551-54.6% |
| Participant deferral / active EE | $2,422 | $4,224-42.7% | $5,098-52.5% | $4,139-41.5% |
| Admin fee / account holder | $3,282 | $9,013-63.6% | $12,098-72.9% | $7,234-54.6% |