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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 | $50,123 | $72,273-30.6% | $101,275-50.5% | $79,856-37.2% |
| Participation rate | 63.6% | 68.5%-4.8pp | 75.8%-12.2pp | 69.6%-6.0pp |
| Annual return | 17.69% | 22.30%-4.6pp | 46.48%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,149 | $2,691-57.3% | $3,660-68.6% | $2,471-53.5% |
| Participant deferral / active EE | $3,609 | $3,282+10.0% | $4,371-17.4% | $3,741-3.5% |
| Admin fee / account holder | $795 | $4,401-81.9% | $5,948-86.6% | $5,306-85.0% |