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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 | $48,417 | $94,031-48.5% | $115,768-58.2% | $82,448-41.3% |
| Participation rate | 63.0% | 70.4%-7.4pp | 74.4%-11.4pp | 68.1%-5.1pp |
| Annual return | 18.09% | 20.61%-2.5pp | 100.46%-82.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,551 | $2,323-33.3% | $2,940-47.2% | $2,551-39.2% |
| Participant deferral / active EE | $3,157 | $3,972-20.5% | $4,917-35.8% | $4,139-23.7% |
| Admin fee / account holder | $2,775 | $10,249-72.9% | $12,439-77.7% | $7,234-61.6% |