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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 | $48,145 | $54,541-11.7% | $78,778-38.9% | $70,126-31.3% |
| Participation rate | 60.4% | 60.8%-0.4pp | 69.2%-8.8pp | 69.5%-9.1pp |
| Annual return | 17.57% | 21.07%-3.5pp | 35.62%-18.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $798 | $1,089-26.7% | $1,986-59.8% | $2,343-65.9% |
| Participant deferral / active EE | $3,465 | $2,210+56.8% | $2,958+17.1% | $3,332+4.0% |
| Admin fee / account holder | $549 | $3,709-85.2% | $5,134-89.3% | $4,645-88.2% |