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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 | $47,331 | $48,078-1.6% | $78,676-39.8% | $62,881-24.7% |
| Participation rate | 55.8% | 65.2%-9.4pp | 73.6%-17.8pp | 69.3%-13.5pp |
| Annual return | 8.95% | 31.36%-22.4pp | 62.19%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,094 | $2,015-45.7% | $2,850-61.6% | $2,281-52.0% |
| Participant deferral / active EE | $2,985 | $2,587+15.4% | $3,517-15.1% | $3,203-6.8% |
| Admin fee / account holder | $4,983 | $3,206+55.4% | $4,510+10.5% | $4,296+16.0% |