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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 | $47,822 | $84,953-43.7% | $163,379-70.7% | $82,637-42.1% |
| Participation rate | 63.6% | 65.9%-2.3pp | 76.8%-13.2pp | 68.1%-4.4pp |
| Annual return | 29.61% | 23.07%+6.5pp | 63.41%-33.8pp | 53.51%-23.9pp |
| Employer contribution / active EE | $1,238 | $2,183-43.3% | $3,752-67.0% | $2,552-51.5% |
| Participant deferral / active EE | $2,443 | $4,326-43.5% | $6,282-61.1% | $4,126-40.8% |
| Admin fee / account holder | $2,649 | $7,921-66.6% | $9,818-73.0% | $7,339-63.9% |