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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 | $46,642 | $72,269-35.5% | $101,271-53.9% | $79,852-41.6% |
| Participation rate | 51.1% | 68.5%-17.4pp | 75.8%-24.7pp | 69.6%-18.6pp |
| Annual return | 11.52% | 22.29%-10.8pp | 46.48%-35.0pp | 31.72%-20.2pp |
| Employer contribution / active EE | $1,045 | $2,692-61.2% | $3,660-71.4% | $2,471-57.7% |
| Participant deferral / active EE | $4,018 | $3,282+22.4% | $4,371-8.1% | $3,740+7.4% |
| Admin fee / account holder | $10,306 | $4,401+134.2% | $5,948+73.3% | $5,306+94.2% |