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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 | $48,305 | $77,472-37.6% | $100,392-51.9% | $80,935-40.3% |
| Participation rate | 62.5% | 76.9%-14.4pp | 81.5%-19.0pp | 67.7%-5.2pp |
| Annual return | 12.84% | 37.26%-24.4pp | 49.45%-36.6pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,254 | $2,800-55.2% | $3,941-68.2% | $2,757-54.5% |
| Participant deferral / active EE | $9,338 | $6,818+37.0% | $8,090+15.4% | $4,299+117.2% |
| Admin fee / account holder | $14,690 | $5,885+149.6% | $7,904+85.9% | $6,924+112.1% |