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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 | $48,592 | $79,955-39.2% | $98,461-50.6% | $75,173-35.4% |
| Participation rate | 40.6% | 70.4%-29.7pp | 75.2%-34.5pp | 67.2%-26.6pp |
| Annual return | 13.40% | 19.75%-6.4pp | 21.17%-7.8pp | 160.72%-147.3pp |
| Employer contribution / active EE | $1,149 | $2,264-49.2% | $3,049-62.3% | $2,671-57.0% |
| Participant deferral / active EE | $2,433 | $3,752-35.2% | $4,738-48.6% | $4,126-41.0% |
| Admin fee / account holder | $5,706 | $6,841-16.6% | $8,961-36.3% | $5,651+1.0% |