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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 | $47,068 | $81,358-42.1% | $155,556-69.7% | $80,959-41.9% |
| Participation rate | 63.2% | 66.3%-3.1pp | 78.2%-15.1pp | 67.7%-4.5pp |
| Annual return | 12.05% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,661 | $3,106-46.5% | $4,675-64.5% | $2,757-39.8% |
| Participant deferral / active EE | $2,827 | $3,455-18.2% | $5,631-49.8% | $4,300-34.3% |
| Admin fee / account holder | $2,715 | $7,994-66.0% | $15,885-82.9% | $6,925-60.8% |