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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 | $46,759 | $78,670-40.6% | $109,173-57.2% | $85,847-45.5% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.7pp |
| Annual return | 12.42% | 25.09%-12.7pp | 25.75%-13.3pp | 318.61%-306.2pp |
| Employer contribution / active EE | $1,579 | $2,734-42.2% | $3,723-57.6% | $2,565-38.4% |
| Participant deferral / active EE | $3,846 | $3,467+10.9% | $4,654-17.4% | $3,952-2.7% |
| Admin fee / account holder | $568 | $5,469-89.6% | $6,755-91.6% | $6,261-90.9% |