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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 | $48,786 | $76,407-36.1% | $150,298-67.5% | $82,448-40.8% |
| Participation rate | 63.8% | 66.4%-2.6pp | 77.8%-14.0pp | 68.1%-4.3pp |
| Annual return | 13.32% | 39.99%-26.7pp | 62.79%-49.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,641 | $2,614-37.2% | $4,154-60.5% | $2,551-35.7% |
| Participant deferral / active EE | $3,073 | $3,214-4.4% | $5,453-43.6% | $4,139-25.8% |
| Admin fee / account holder | $8,073 | $6,352+27.1% | $14,116-42.8% | $7,234+11.6% |