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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 | $47,789 | $86,938-45.0% | $102,423-53.3% | $80,925-40.9% |
| Participation rate | 58.1% | 72.4%-14.2pp | 76.5%-18.4pp | 67.7%-9.5pp |
| Annual return | 12.68% | 18.89%-6.2pp | 29.42%-16.7pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,591 | $2,369-32.8% | $3,023-47.4% | $2,756-42.3% |
| Participant deferral / active EE | $3,283 | $4,120-20.3% | $5,054-35.0% | $4,299-23.6% |
| Admin fee / account holder | $3,135 | $8,053-61.1% | $9,455-66.8% | $6,940-54.8% |