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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 | $46,718 | $81,504-42.7% | $102,437-54.4% | $80,959-42.3% |
| Participation rate | 58.1% | 66.9%-8.7pp | 74.5%-16.4pp | 67.7%-9.5pp |
| Annual return | 47.69% | 25.60%+22.1pp | 24.95%+22.7pp | 35.67%+12.0pp |
| Employer contribution / active EE | $1,513 | $3,104-51.2% | $3,871-60.9% | $2,757-45.1% |
| Participant deferral / active EE | $2,785 | $3,871-28.0% | $5,060-45.0% | $4,300-35.2% |
| Admin fee / account holder | $1,475 | $6,719-78.0% | $8,388-82.4% | $6,925-78.7% |