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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 | $47,895 | $78,670-39.1% | $109,173-56.1% | $85,847-44.2% |
| Participation rate | 63.3% | 68.3%-4.9pp | 75.9%-12.5pp | 69.3%-6.0pp |
| Annual return | 13.09% | 25.09%-12.0pp | 25.75%-12.7pp | 318.61%-305.5pp |
| Employer contribution / active EE | $1,980 | $2,734-27.6% | $3,723-46.8% | $2,565-22.8% |
| Participant deferral / active EE | $4,023 | $3,467+16.0% | $4,654-13.5% | $3,952+1.8% |
| Admin fee / account holder | $3,148 | $5,469-42.5% | $6,755-53.4% | $6,261-49.7% |