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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 | $48,375 | $65,364-26.0% | $92,909-47.9% | $72,975-33.7% |
| Participation rate | 63.0% | 68.3%-5.3pp | 76.0%-13.0pp | 69.5%-6.4pp |
| Annual return | 18.28% | 42.11%-23.8pp | 109.44%-91.2pp | 81.01%-62.7pp |
| Employer contribution / active EE | $1,283 | $2,594-50.5% | $3,653-64.9% | $2,440-47.4% |
| Participant deferral / active EE | $2,468 | $3,128-21.1% | $4,238-41.8% | $3,608-31.6% |
| Admin fee / account holder | $3,927 | $4,251-7.6% | $5,795-32.2% | $5,124-23.4% |