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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 | $47,481 | $81,276-41.6% | $155,574-69.5% | $80,925-41.3% |
| Participation rate | 64.5% | 66.2%-1.7pp | 78.2%-13.7pp | 67.7%-3.1pp |
| Annual return | 11.71% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,719 | $3,103-44.6% | $4,676-63.2% | $2,756-37.6% |
| Participant deferral / active EE | $3,429 | $3,453-0.7% | $5,629-39.1% | $4,299-20.2% |
| Admin fee / account holder | $9,809 | $7,993+22.7% | $15,914-38.4% | $6,940+41.3% |