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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 | $46,283 | $81,331-43.1% | $155,534-70.2% | $80,935-42.8% |
| Participation rate | 56.4% | 66.3%-9.8pp | 78.2%-21.8pp | 67.7%-11.3pp |
| Annual return | 12.45% | 33.37%-20.9pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,646 | $3,105-47.0% | $4,675-64.8% | $2,757-40.3% |
| Participant deferral / active EE | $3,088 | $3,454-10.6% | $5,630-45.2% | $4,299-28.2% |
| Admin fee / account holder | $915 | $7,999-88.6% | $15,900-94.2% | $6,924-86.8% |