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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 | $49,056 | $78,423-37.4% | $95,964-48.9% | $79,856-38.6% |
| Participation rate | 67.2% | 73.5%-6.3pp | 77.1%-9.9pp | 69.6%-2.4pp |
| Annual return | 24.78% | 19.37%+5.4pp | 91.64%-66.9pp | 31.71%-6.9pp |
| Employer contribution / active EE | $1,439 | $1,945-26.1% | $2,541-43.4% | $2,471-41.8% |
| Participant deferral / active EE | $2,178 | $3,440-36.7% | $4,167-47.7% | $3,741-41.8% |
| Admin fee / account holder | $2,496 | $5,622-55.6% | $6,797-63.3% | $5,306-53.0% |