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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 | $48,498 | $79,955-39.3% | $98,450-50.7% | $75,181-35.5% |
| Participation rate | 53.1% | 70.4%-17.2pp | 75.2%-22.0pp | 67.2%-14.1pp |
| Annual return | 22.24% | 19.75%+2.5pp | 21.16%+1.1pp | 160.69%-138.4pp |
| Employer contribution / active EE | $1,715 | $2,264-24.3% | $3,049-43.8% | $2,671-35.8% |
| Participant deferral / active EE | $3,985 | $3,752+6.2% | $4,739-15.9% | $4,126-3.4% |
| Admin fee / account holder | $716 | $6,841-89.5% | $8,961-92.0% | $5,650-87.3% |