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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 | $47,343 | $57,590-17.8% | $86,233-45.1% | $82,448-42.6% |
| Participation rate | 48.6% | 57.9%-9.3pp | 69.0%-20.4pp | 68.1%-19.5pp |
| Annual return | 19.03% | 22.41%-3.4pp | 61.39%-42.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,192 | $1,655+32.4% | $2,504-12.5% | $2,551-14.1% |
| Participant deferral / active EE | $3,824 | $3,080+24.2% | $4,559-16.1% | $4,139-7.6% |
| Admin fee / account holder | $596 | $4,730-87.4% | $8,342-92.9% | $7,234-91.8% |