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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 | $47,539 | $73,978-35.7% | $96,515-50.7% | $75,173-36.8% |
| Participation rate | 43.1% | 66.4%-23.4pp | 74.3%-31.3pp | 67.2%-24.1pp |
| Annual return | 15.55% | 26.72%-11.2pp | 35.73%-20.2pp | 160.72%-145.2pp |
| Employer contribution / active EE | $1,462 | $2,931-50.1% | $3,740-60.9% | $2,671-45.3% |
| Participant deferral / active EE | $2,801 | $3,660-23.5% | $4,880-42.6% | $4,126-32.1% |
| Admin fee / account holder | $4,151 | $5,219-20.5% | $6,735-38.4% | $5,651-26.5% |