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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 | $47,254 | $106,864-55.8% | $147,318-67.9% | $82,637-42.8% |
| Participation rate | 54.2% | 75.5%-21.3pp | 82.1%-27.9pp | 68.1%-13.9pp |
| Annual return | 18.24% | 27.49%-9.3pp | 70.43%-52.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,887 | $3,417-44.8% | $4,593-58.9% | $2,552-26.1% |
| Participant deferral / active EE | $4,367 | $6,496-32.8% | $7,906-44.8% | $4,126+5.8% |
| Admin fee / account holder | $5,072 | $8,415-39.7% | $13,708-63.0% | $7,339-30.9% |