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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 | $47,734 | $72,269-33.9% | $101,271-52.9% | $79,852-40.2% |
| Participation rate | 32.5% | 68.5%-36.0pp | 75.8%-43.3pp | 69.6%-37.1pp |
| Annual return | 20.79% | 22.29%-1.5pp | 46.48%-25.7pp | 31.72%-10.9pp |
| Employer contribution / active EE | $816 | $2,692-69.7% | $3,660-77.7% | $2,471-67.0% |
| Participant deferral / active EE | $1,723 | $3,282-47.5% | $4,371-60.6% | $3,740-53.9% |
| Admin fee / account holder | $4,546 | $4,401+3.3% | $5,948-23.6% | $5,306-14.3% |