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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 | $46,037 | $85,515-46.2% | $112,040-58.9% | $67,986-32.3% |
| Participation rate | 56.3% | 68.2%-11.9pp | 76.5%-20.2pp | 57.2%-0.9pp |
| Annual return | 14.32% | 29.68%-15.4pp | 24.52%-10.2pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,329 | $2,191-39.3% | $2,954-55.0% | $2,019-34.1% |
| Participant deferral / active EE | $2,804 | $4,014-30.1% | $5,098-45.0% | $3,358-16.5% |
| Admin fee / account holder | $3,919 | $3,774+3.9% | $12,098-67.6% | $3,203+22.3% |