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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 | $46,103 | $101,795-54.7% | $165,100-72.1% | $80,959-43.1% |
| Participation rate | 63.8% | 71.8%-8.0pp | 78.6%-14.8pp | 67.7%-3.8pp |
| Annual return | 13.23% | 16.73%-3.5pp | 70.21%-57.0pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,615 | $2,954-45.3% | $4,348-62.9% | $2,757-41.4% |
| Participant deferral / active EE | $3,864 | $4,476-13.7% | $6,035-36.0% | $4,300-10.2% |
| Admin fee / account holder | $1,079 | $8,221-86.9% | $12,696-91.5% | $6,925-84.4% |