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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 | $46,207 | $108,825-57.5% | $156,181-70.4% | $82,448-44.0% |
| Participation rate | 59.3% | 72.4%-13.1pp | 78.8%-19.6pp | 68.1%-8.8pp |
| Annual return | 16.30% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,669 | $2,870-41.8% | $4,294-61.1% | $2,551-34.6% |
| Participant deferral / active EE | $3,689 | $4,577-19.4% | $6,132-39.8% | $4,139-10.9% |
| Admin fee / account holder | $1,178 | $9,341-87.4% | $14,586-91.9% | $7,234-83.7% |