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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 | $46,522 | $74,535-37.6% | $100,712-53.8% | $82,637-43.7% |
| Participation rate | 61.1% | 61.2%-0.1pp | 69.3%-8.2pp | 68.1%-6.9pp |
| Annual return | 14.70% | 18.92%-4.2pp | 33.27%-18.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $950 | $1,503-36.7% | $2,313-58.9% | $2,552-62.8% |
| Participant deferral / active EE | $2,131 | $3,074-30.7% | $4,085-47.8% | $4,126-48.4% |
| Admin fee / account holder | $3,246 | $6,576-50.6% | $9,256-64.9% | $7,339-55.8% |