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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 | $46,217 | $75,541-38.8% | $152,093-69.6% | $82,637-44.1% |
| Participation rate | 57.8% | 66.5%-8.7pp | 77.8%-20.0pp | 68.1%-10.2pp |
| Annual return | 22.28% | 32.56%-10.3pp | 66.36%-44.1pp | 53.51%-31.2pp |
| Employer contribution / active EE | $1,455 | $2,622-44.5% | $4,175-65.2% | $2,552-43.0% |
| Participant deferral / active EE | $3,980 | $3,206+24.2% | $5,451-27.0% | $4,126-3.5% |
| Admin fee / account holder | $2,007 | $6,405-68.7% | $14,497-86.2% | $7,339-72.7% |