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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 | $46,994 | $81,262-42.2% | $155,602-69.8% | $80,911-41.9% |
| Participation rate | 54.5% | 66.2%-11.7pp | 78.2%-23.7pp | 67.6%-13.1pp |
| Annual return | 17.72% | 33.34%-15.6pp | 64.81%-47.1pp | 35.63%-17.9pp |
| Employer contribution / active EE | $1,550 | $3,102-50.0% | $4,675-66.9% | $2,756-43.8% |
| Participant deferral / active EE | $4,201 | $3,451+21.7% | $5,629-25.4% | $4,297-2.2% |
| Admin fee / account holder | $2,124 | $7,992-73.4% | $15,923-86.7% | $6,935-69.4% |