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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 | $47,818 | $74,535-35.8% | $100,712-52.5% | $82,637-42.1% |
| Participation rate | 30.8% | 61.2%-30.4pp | 69.3%-38.5pp | 68.1%-37.3pp |
| Annual return | 18.34% | 18.92%-0.6pp | 33.27%-14.9pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,094 | $1,503-27.2% | $2,313-52.7% | $2,552-57.1% |
| Participant deferral / active EE | $2,648 | $3,074-13.9% | $4,085-35.2% | $4,126-35.8% |
| Admin fee / account holder | $3,761 | $6,576-42.8% | $9,256-59.4% | $7,339-48.8% |