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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 | $47,165 | $107,733-56.2% | $92,985-49.3% | $154,746-69.5% |
| Participation rate | 47.6% | 74.6%-26.9pp | 69.5%-21.9pp | 80.7%-33.1pp |
| Annual return | 18.82% | 30.39%-11.6pp | 27.99%-9.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,917 | $3,126-38.7% | $2,662-28.0% | $4,379-56.2% |
| Participant deferral / active EE | $5,741 | $5,053+13.6% | $4,377+31.2% | $6,730-14.7% |
| Admin fee / account holder | $647 | $11,369-94.3% | $9,463-93.2% | $14,365-95.5% |