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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 | $48,947 | $106,864-54.2% | $147,318-66.8% | $82,637-40.8% |
| Participation rate | 62.3% | 75.5%-13.2pp | 82.1%-19.8pp | 68.1%-5.8pp |
| Annual return | 17.17% | 27.49%-10.3pp | 70.43%-53.3pp | 53.51%-36.3pp |
| Employer contribution / active EE | $3,233 | $3,417-5.4% | $4,593-29.6% | $2,552+26.7% |
| Participant deferral / active EE | $4,839 | $6,496-25.5% | $7,906-38.8% | $4,126+17.3% |
| Admin fee / account holder | $660 | $8,415-92.2% | $13,708-95.2% | $7,339-91.0% |