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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 | $47,535 | $75,541-37.1% | $152,093-68.7% | $82,637-42.5% |
| Participation rate | 53.8% | 66.5%-12.7pp | 77.8%-23.9pp | 68.1%-14.2pp |
| Annual return | 13.57% | 32.56%-19.0pp | 66.36%-52.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,594 | $2,622-39.2% | $4,175-61.8% | $2,552-37.6% |
| Participant deferral / active EE | $1,798 | $3,206-43.9% | $5,451-67.0% | $4,126-56.4% |
| Admin fee / account holder | $3,794 | $6,405-40.8% | $14,497-73.8% | $7,339-48.3% |