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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 | $47,814 | $80,985-41.0% | $96,576-50.5% | $75,181-36.4% |
| Participation rate | 64.3% | 71.8%-7.5pp | 76.0%-11.7pp | 67.2%-2.9pp |
| Annual return | 14.72% | 27.05%-12.3pp | 25.87%-11.1pp | 160.69%-146.0pp |
| Employer contribution / active EE | $1,475 | $2,282-35.4% | $2,965-50.3% | $2,671-44.8% |
| Participant deferral / active EE | $2,476 | $3,929-37.0% | $4,851-49.0% | $4,126-40.0% |
| Admin fee / account holder | $4,016 | $6,719-40.2% | $8,253-51.3% | $5,650-28.9% |