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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 | $47,355 | $93,589-49.4% | $135,942-65.2% | $75,181-37.0% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | 29.96% | 30.90%-0.9pp | 68.28%-38.3pp | 160.69%-130.7pp |
| Employer contribution / active EE | $1,503 | $3,537-57.5% | $4,858-69.0% | $2,671-43.7% |
| Participant deferral / active EE | $4,336 | $6,405-32.3% | $7,759-44.1% | $4,126+5.1% |
| Admin fee / account holder | $2,377 | $6,977-65.9% | $10,764-77.9% | $5,650-57.9% |