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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 | $47,068 | $73,978-36.4% | $96,515-51.2% | $75,173-37.4% |
| Participation rate | 59.4% | 66.4%-7.0pp | 74.3%-14.9pp | 67.2%-7.8pp |
| Annual return | 19.54% | 26.72%-7.2pp | 35.73%-16.2pp | 160.72%-141.2pp |
| Employer contribution / active EE | $1,656 | $2,931-43.5% | $3,740-55.7% | $2,671-38.0% |
| Participant deferral / active EE | $3,300 | $3,660-9.8% | $4,880-32.4% | $4,126-20.0% |
| Admin fee / account holder | $4,161 | $5,219-20.3% | $6,735-38.2% | $5,651-26.4% |