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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 | $48,989 | $67,602-27.5% | $82,312-40.5% | $70,126-30.1% |
| Participation rate | 64.5% | 72.8%-8.3pp | 76.9%-12.4pp | 69.5%-5.0pp |
| Annual return | 12.42% | 21.57%-9.1pp | 25.88%-13.5pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,289 | $1,755-26.5% | $2,428-46.9% | $2,343-45.0% |
| Participant deferral / active EE | $1,655 | $2,987-44.6% | $3,706-55.3% | $3,332-50.3% |
| Admin fee / account holder | $1,443 | $4,512-68.0% | $5,608-74.3% | $4,645-68.9% |