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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 | $94,436-48.7% | $115,599-58.1% | $82,637-41.4% |
| Participation rate | 63.0% | 70.4%-7.4pp | 74.3%-11.3pp | 68.1%-5.0pp |
| Annual return | 18.09% | 18.37%-0.3pp | 111.10%-93.0pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,551 | $2,324-33.3% | $2,955-47.5% | $2,552-39.2% |
| Participant deferral / active EE | $3,157 | $3,955-20.2% | $4,889-35.4% | $4,126-23.5% |
| Admin fee / account holder | $2,775 | $10,328-73.1% | $12,841-78.4% | $7,339-62.2% |