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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 | $114,712-59.7% | $173,730-73.4% | $87,485-47.2% |
| Participation rate | 59.3% | 73.0%-13.7pp | 79.6%-20.3pp | 68.9%-9.7pp |
| Annual return | 16.30% | 20.18%-3.9pp | 19.96%-3.7pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,669 | $2,904-42.5% | $4,577-63.5% | $2,596-35.7% |
| Participant deferral / active EE | $3,689 | $4,642-20.5% | $6,326-41.7% | $4,274-13.7% |
| Admin fee / account holder | $1,178 | $10,210-88.5% | $17,523-93.3% | $7,775-84.9% |