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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 | $47,709 | $52,580-9.3% | $71,671-33.4% | $70,126-32.0% |
| Participation rate | 53.6% | 60.9%-7.3pp | 68.7%-15.2pp | 69.5%-16.0pp |
| Annual return | 18.93% | 20.25%-1.3pp | 20.65%-1.7pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,045 | $1,616-35.3% | $2,460-57.5% | $2,343-55.4% |
| Participant deferral / active EE | $1,485 | $2,386-37.8% | $3,438-56.8% | $3,332-55.4% |
| Admin fee / account holder | $566 | $3,653-84.5% | $5,558-89.8% | $4,645-87.8% |