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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 | $47,646 | $81,457-41.5% | $103,378-53.9% | $80,911-41.1% |
| Participation rate | 58.6% | 66.8%-8.2pp | 74.5%-15.9pp | 67.6%-9.0pp |
| Annual return | 29.91% | 25.58%+4.3pp | 24.91%+5.0pp | 35.63%-5.7pp |
| Employer contribution / active EE | $1,543 | $3,107-50.3% | $3,870-60.1% | $2,756-44.0% |
| Participant deferral / active EE | $2,862 | $3,871-26.1% | $5,058-43.4% | $4,297-33.4% |
| Admin fee / account holder | $8,549 | $6,717+27.3% | $8,401+1.8% | $6,935+23.3% |