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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 | $48,483 | $76,696-36.8% | $96,515-49.8% | $71,511-32.2% |
| Participation rate | 45.7% | 66.6%-20.9pp | 74.3%-28.6pp | 67.9%-22.2pp |
| Annual return | 33.97% | 48.32%-14.3pp | 35.73%-1.8pp | 28.86%+5.1pp |
| Employer contribution / active EE | $942 | $3,032-68.9% | $3,740-74.8% | $2,589-63.6% |
| Participant deferral / active EE | $3,157 | $3,770-16.3% | $4,880-35.3% | $4,291-26.4% |
| Admin fee / account holder | $1,422 | $2,030-30.0% | $6,735-78.9% | $1,588-10.5% |