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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 | $47,394 | $65,364-27.5% | $92,909-49.0% | $72,975-35.1% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.0%-16.0pp | 69.5%-9.5pp |
| Annual return | 23.96% | 42.11%-18.1pp | 109.44%-85.5pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,880 | $2,594-27.5% | $3,653-48.5% | $2,440-22.9% |
| Participant deferral / active EE | $2,748 | $3,128-12.2% | $4,238-35.2% | $3,608-23.8% |
| Admin fee / account holder | $1,002 | $4,251-76.4% | $5,795-82.7% | $5,124-80.4% |