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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 | $48,231 | $76,407-36.9% | $150,298-67.9% | $82,448-41.5% |
| Participation rate | 42.9% | 66.4%-23.5pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 19.70% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $534 | $2,614-79.6% | $4,154-87.2% | $2,551-79.1% |
| Participant deferral / active EE | $3,868 | $3,214+20.3% | $5,453-29.1% | $4,139-6.6% |
| Admin fee / account holder | $4,190 | $6,352-34.0% | $14,116-70.3% | $7,234-42.1% |