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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 | $46,786 | $75,963-38.4% | $97,995-52.3% | $70,131-33.3% |
| Participation rate | 63.0% | 77.0%-13.9pp | 82.4%-19.4pp | 69.5%-6.5pp |
| Annual return | 19.09% | 19.26%-0.2pp | 23.94%-4.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,626 | $3,278-50.4% | $4,158-60.9% | $2,342-30.6% |
| Participant deferral / active EE | $2,967 | $4,053-26.8% | $5,097-41.8% | $3,332-10.9% |
| Admin fee / account holder | $1,173 | $5,407-78.3% | $5,943-80.3% | $4,645-74.8% |