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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 | $48,402 | $101,798-52.5% | $165,071-70.7% | $80,935-40.2% |
| Participation rate | 56.3% | 71.8%-15.6pp | 78.6%-22.4pp | 67.7%-11.4pp |
| Annual return | 12.96% | 16.73%-3.8pp | 70.17%-57.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,730 | $2,954-41.5% | $4,347-60.2% | $2,757-37.3% |
| Participant deferral / active EE | $2,126 | $4,476-52.5% | $6,035-64.8% | $4,299-50.6% |
| Admin fee / account holder | $3,059 | $8,221-62.8% | $12,695-75.9% | $6,924-55.8% |