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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 | $81,276-42.1% | $155,574-69.7% | $80,925-41.8% |
| Participation rate | 63.6% | 66.2%-2.6pp | 78.2%-14.6pp | 67.7%-4.0pp |
| Annual return | 14.37% | 33.36%-19.0pp | 64.87%-50.5pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,283 | $3,103-58.6% | $4,676-72.6% | $2,756-53.4% |
| Participant deferral / active EE | $3,640 | $3,453+5.4% | $5,629-35.3% | $4,299-15.3% |
| Admin fee / account holder | $4,328 | $7,993-45.9% | $15,914-72.8% | $6,940-37.6% |