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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 | $47,031 | $76,371-38.4% | $93,621-49.8% | $72,975-35.6% |
| Participation rate | 68.6% | 71.8%-3.2pp | 75.8%-7.3pp | 69.5%-0.9pp |
| Annual return | 23.04% | 25.82%-2.8pp | 32.76%-9.7pp | 81.01%-58.0pp |
| Employer contribution / active EE | $775 | $2,276-65.9% | $2,719-71.5% | $2,440-68.2% |
| Participant deferral / active EE | $2,387 | $3,538-32.6% | $4,070-41.4% | $3,608-33.8% |
| Admin fee / account holder | $1,005 | $6,839-85.3% | $7,890-87.3% | $5,124-80.4% |