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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 | $46,945 | $75,541-37.9% | $152,093-69.1% | $82,637-43.2% |
| Participation rate | 61.1% | 66.5%-5.5pp | 77.8%-16.7pp | 68.1%-7.0pp |
| Annual return | 17.41% | 32.56%-15.1pp | 66.36%-48.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,504 | $2,622-42.6% | $4,175-64.0% | $2,552-41.1% |
| Participant deferral / active EE | $4,312 | $3,206+34.5% | $5,451-20.9% | $4,126+4.5% |
| Admin fee / account holder | $4,568 | $6,405-28.7% | $14,497-68.5% | $7,339-37.8% |