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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 | $46,418 | $106,749-56.5% | $145,433-68.1% | $82,448-43.7% |
| Participation rate | 68.6% | 75.6%-7.1pp | 82.1%-13.5pp | 68.1%+0.5pp |
| Annual return | 18.98% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,350 | $3,444-60.8% | $4,554-70.4% | $2,551-47.1% |
| Participant deferral / active EE | $4,779 | $6,519-26.7% | $7,897-39.5% | $4,139+15.4% |
| Admin fee / account holder | $1,246 | $8,390-85.1% | $13,129-90.5% | $7,234-82.8% |