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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 | $47,074 | $81,233-42.1% | $155,567-69.7% | $80,874-41.8% |
| Participation rate | 63.6% | 66.2%-2.6pp | 78.2%-14.6pp | 67.6%-4.0pp |
| Annual return | 14.37% | 33.33%-19.0pp | 64.74%-50.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,283 | $3,101-58.6% | $4,674-72.5% | $2,756-53.4% |
| Participant deferral / active EE | $3,640 | $3,452+5.4% | $5,628-35.3% | $4,297-15.3% |
| Admin fee / account holder | $4,328 | $7,998-45.9% | $15,916-72.8% | $6,935-37.6% |