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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 | $49,723 | $73,978-32.8% | $96,515-48.5% | $75,173-33.9% |
| Participation rate | 62.5% | 66.4%-3.9pp | 74.3%-11.8pp | 67.2%-4.7pp |
| Annual return | 14.64% | 26.72%-12.1pp | 35.73%-21.1pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,343 | $2,931-54.2% | $3,740-64.1% | $2,671-49.7% |
| Participant deferral / active EE | $3,708 | $3,660+1.3% | $4,880-24.0% | $4,126-10.1% |
| Admin fee / account holder | $2,048 | $5,219-60.8% | $6,735-69.6% | $5,651-63.8% |