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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 | $46,737 | $65,361-28.5% | $92,903-49.7% | $72,983-36.0% |
| Participation rate | 57.8% | 68.3%-10.5pp | 76.0%-18.2pp | 69.5%-11.7pp |
| Annual return | 22.37% | 42.11%-19.7pp | 109.43%-87.1pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,936 | $2,594-25.4% | $3,653-47.0% | $2,440-20.7% |
| Participant deferral / active EE | $3,746 | $3,128+19.7% | $4,238-11.6% | $3,608+3.8% |
| Admin fee / account holder | $1,725 | $4,251-59.4% | $5,795-70.2% | $5,124-66.3% |