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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 | $47,846 | $79,894-40.1% | $135,792-64.8% | $82,637-42.1% |
| Participation rate | 53.3% | 63.0%-9.7pp | 72.6%-19.3pp | 68.1%-14.7pp |
| Annual return | 14.24% | 17.20%-3.0pp | 25.96%-11.7pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,037 | $2,165-52.1% | $3,496-70.3% | $2,552-59.4% |
| Participant deferral / active EE | $3,349 | $3,194+4.9% | $4,759-29.6% | $4,126-18.8% |
| Admin fee / account holder | $5,051 | $6,434-21.5% | $12,266-58.8% | $7,339-31.2% |