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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 | $48,676 | $72,027-32.4% | $185,861-73.8% | $79,856-39.0% |
| Participation rate | 63.3% | 65.8%-2.4pp | 78.0%-14.7pp | 69.6%-6.3pp |
| Annual return | 12.67% | 23.13%-10.5pp | 35.96%-23.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,268 | $1,965-35.5% | $4,088-69.0% | $2,471-48.7% |
| Participant deferral / active EE | $2,111 | $3,780-44.1% | $5,634-62.5% | $3,741-43.6% |
| Admin fee / account holder | $1,336 | $4,513-70.4% | $9,503-85.9% | $5,306-74.8% |