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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 | $46,735 | $73,955-36.8% | $96,520-51.6% | $75,181-37.8% |
| Participation rate | 52.0% | 66.4%-14.4pp | 74.3%-22.3pp | 67.2%-15.2pp |
| Annual return | 18.30% | 26.72%-8.4pp | 35.72%-17.4pp | 160.69%-142.4pp |
| Employer contribution / active EE | $1,947 | $2,930-33.5% | $3,739-47.9% | $2,671-27.1% |
| Participant deferral / active EE | $5,048 | $3,659+37.9% | $4,879+3.5% | $4,126+22.3% |
| Admin fee / account holder | $7,260 | $5,217+39.2% | $6,733+7.8% | $5,650+28.5% |