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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 | $48,614 | $65,364-25.6% | $92,909-47.7% | $72,975-33.4% |
| Participation rate | 53.5% | 68.3%-14.8pp | 76.0%-22.5pp | 69.5%-16.0pp |
| Annual return | 20.98% | 42.11%-21.1pp | 109.44%-88.5pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,462 | $2,594-43.7% | $3,653-60.0% | $2,440-40.1% |
| Participant deferral / active EE | $1,899 | $3,128-39.3% | $4,238-55.2% | $3,608-47.4% |
| Admin fee / account holder | $2,532 | $4,251-40.4% | $5,795-56.3% | $5,124-50.6% |