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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 | $47,308 | $78,520-39.7% | $96,576-51.0% | $82,448-42.6% |
| Participation rate | 69.0% | 77.7%-8.8pp | 81.4%-12.5pp | 68.1%+0.9pp |
| Annual return | 18.68% | 41.30%-22.6pp | 38.47%-19.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,803 | $2,630-31.4% | $3,553-49.3% | $2,551-29.3% |
| Participant deferral / active EE | $4,971 | $6,754-26.4% | $7,956-37.5% | $4,139+20.1% |
| Admin fee / account holder | $637 | $13,455-95.3% | $11,381-94.4% | $7,234-91.2% |