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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 | $48,346 | $80,985-40.3% | $96,576-49.9% | $75,181-35.7% |
| Participation rate | 67.1% | 71.8%-4.7pp | 76.0%-8.9pp | 67.2%-0.1pp |
| Annual return | 14.06% | 27.05%-13.0pp | 25.87%-11.8pp | 160.69%-146.6pp |
| Employer contribution / active EE | $1,093 | $2,282-52.1% | $2,965-63.1% | $2,671-59.1% |
| Participant deferral / active EE | $2,763 | $3,929-29.7% | $4,851-43.0% | $4,126-33.0% |
| Admin fee / account holder | $2,095 | $6,719-68.8% | $8,253-74.6% | $5,650-62.9% |