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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 | $47,234 | $66,431-28.9% | $109,916-57.0% | $85,851-45.0% |
| Participation rate | 56.6% | 63.9%-7.3pp | 74.2%-17.6pp | 69.3%-12.7pp |
| Annual return | 18.14% | 19.59%-1.5pp | 29.46%-11.3pp | 318.63%-300.5pp |
| Employer contribution / active EE | $1,552 | $1,688-8.1% | $2,844-45.4% | $2,565-39.5% |
| Participant deferral / active EE | $3,204 | $2,844+12.7% | $4,047-20.8% | $3,952-18.9% |
| Admin fee / account holder | $934 | $4,559-79.5% | $6,069-84.6% | $6,261-85.1% |